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a16z
.@pmarca says embodied AI is already here. From autonomous drones to self-driving cars, and it's just the beginning.
" The general purpose robotics thing is going to happen, and it's going to happen in the next decade… at giant scale."
The U.S. has a choice: lead the Fourth Industrial Revolution, or live in a world of Chinese robots.
74,14K
Everything technology touches collapses in price.
@pmarca says that’s why TVs, video games, basically anything with electronics in them, keep getting cheaper, while housing, healthcare, and education keep rising in price.
"Technology hasn’t really touched them… Productivity growth hasn’t happened in them."
The challenge now: bring technology where it’s needed most.
110,6K
App generation isn’t a winner-take-all market.
The best platforms specialize in prototypes, personal tools, or production apps.
They’re complements, not competitors.
Using one makes you more likely to use another.
New thesis by @illscience and @venturetwins on where this is going.

Anish Acharya5.8. klo 23.00
App generation is one of the fastest growing AI spaces.
Cos are scaling to $100M+ ARR at record pace, seemingly in a race to dominate the market.
But we think it won't be "winner takes all." The market will segment, with different winners in different areas.
Our thesis 👇
17,72K
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