Mindy

Partner @a16z Perennial | Investing in top VC managers & companies | Founder | Ex- @TrueBridgeCP @GoldmanSachs | UVA Systems & Information Engineering

[a16z @a16z]

Mira Murati says human-AI collaboration needs models that can listen while they think:

"The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think."

"While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on."

"By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another."

"Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output."

"This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines."

@miramurati at Bloomberg Tech live with @emilychangtv

[Marc Andreessen 🇺🇸 @pmarca]

“Backrooms 2”

[Marc Andreessen 🇺🇸 @pmarca]

There are no casual meetings with VC’s.

[Neil Nie @neil_nie_]

Agreed! This is a fun benchmark! When I was @StanfordSVL my colleague @yunongliu1 led a project on a very cool ikea furniture assembly dataset called “IKEA Manuals at Work” https://t.co/nnLVcBIuZd

Maybe @VerneRobotics should use the dataset (+ some demonstration data) to train an ikea furniture assembly robot!

[Marc Andreessen 🇺🇸 @pmarca]

Six years ago today.

[jaiya @jaiyagill]

before you invest in a startup always ask how tall the founders are

[Akash @Akasheth_]

I'm seeing a lot of people saying composer 2.5 is better than opus 4.8.

I haven't used composer 2.5 yet, so I'm curious.

If you've used, share your honest experience?

[sarah guo @saranormous]

Congrats to team @TownAI! One of the first viscerally different AI experiences. Long horizon agents, in the places we do our work, founders you back every time 💥

[Mindy @MindyIsenstein]

Simi does. Built for:
> course lessons generated in minutes
> customer training for enterprise teams
> breaking down complex topics for students
> explainer videos for startups
Plus, we have an API to power explainer videos directly inside your own product. You can try it for free at:

https://t.co/5Zl8PNLHjD

[Mindy @MindyIsenstein]

We built the fastest explainer video generator in the world.

Introducing Simi: turn any prompt, doc, or idea into a complete whiteboard explainer video in seconds.

It supports 80+ languages, so the same idea can be taught to audiences anywhere.

AI video has gotten insanely good at cinematic clips.

But almost nothing can actually teach.

Most tools are built for shots, scenes, avatars, and ads.

Simi is built for explanation.

Give it something like:

“Explain backpropagation”
“Teach photosynthesis”
“Walk through our onboarding flow”
“Turn this product doc into a video”
Simi writes the script, creates the visuals, animates the sequence, adds narration, and renders the final video.
Our fastest tier can generate videos in under 20 seconds.
And you can one-shot long explainers over 15 minutes.

We’re starting with whiteboard explainers because they are the clearest way to teach complex ideas step by step.

But the bigger goal is simple:

Any knowledge should be instantly turnable into video.

[a16z @a16z]

It's time to build.

[a16z @a16z]

VenCap CIO David Clark says top 1% venture exits are 10x-ing:

"We always thought that the largest companies were going to continue to be an order of magnitude larger than we'd seen in prior cycles. And if anything, that's accelerating."

"Between 2020 and 2024, top 1% exits started at $10 billion. We updated those numbers in February this year, and a top 1% exit for '25 and the first two months of '26 was then $20 billion."

"We just updated them yesterday. And if you look at just the exits that have closed, it's now at $32 billion."

"And then if you think about OpenAI and Anthropic coming in, potentially we could be north of $100 billion by September... so we've 10x'd over the space of 24 months what a top 1% exit looks like."

@daveclark85 with @DavidGeorge83

[a16z @a16z]

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George

VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more.

00:00 Intro
00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers
04:20 Skeuomorphic vs native AI applications in the enterprise
06:24 How the best AI companies run themselves differently
08:14 Top 1% exits 10x'd in 24 months
11:17 The half-life problem: Why 40% of AI leaders drop off every year
13:11 Token economics, cost pressure, and who captures value
17:00 Loss ratios, risk, and how to think about early stage
22:51 Are we in an AI bubble?
29:50 The future of venture capital in an AI world

@daveclark85 @DavidGeorge83

[a16z @a16z]

American defense companies are proving that operations can run at "machine speed".

The Pentagon hasn’t yet figured out how to support them in the field at the same tempo.

In fact, past automation efforts went poorly and ended up actually needing more people.

That’s obviously a big problem, but the alternative – not automating sustainment at all – locks us into a model that will surely lead to failure in the next conflict.

a16z's @JohnAguillard and @rmcentush on the sustainment bottleneck in autonomous warfare and how to fix it: https://t.co/HX9wp7bA8f

[a16z @a16z]

We’re thrilled to be leading Endra’s Series A.

The built world runs on software older than some of the engineers using it.

Endra is doing something about it. They automate the design work done by mechanical, electrical, and plumbing (MEP) consultants, the engineers who design critical systems that help make up every building.

An engineer can set the rules for a fire or power system, hit optimize, and be done. Work that used to take weeks of clicking through floor plans is done in a sitting.

Niklas Lindgren and Anton Juric are childhood best friends who started and sold their first company in an adjacent space and grew up around MEP consultants.

They partnered with elite technologists in David Rydberg and Gustav Hammarlund who worked together at Goldman’s low-latency trading desk in Stockholm.

If you run an MEP firm, a GC, or a development shop and want to ship buildings faster, give Endra a call. And if you’re an engineer who wants to help rebuild the software stack behind the built world, they’re hiring across Stockholm, NYC, and SF.

By @joeschmidtiv, @dhaber, @CarolineGoggs, and @zabie_e

[a16z @a16z]

Grocery is, in many ways, an advertising business

Charts of the Week: https://t.co/PGxjCSffOC

[a16z @a16z]

Walmart has found success with its Costco-like membership program

Charts of the Week: https://t.co/PGxjCSffOC

[a16z @a16z]

Relatively speaking, hyperscalers are still less leveraged than most

Charts of the Week: https://t.co/PGxjCSffOC

[a16z @a16z]

IT capex is approaching 40% of all capex for the entire S&P

Charts of the Week: https://t.co/PGxjCSffOC

[a16z @a16z]

Hyperscalers are increasingly funding the massive AI capex buildout with debt

https://t.co/PGxjCSffOC