Everyone is talking about the death of consumer apps in the vibe coding era.
But at @a16z, I see B2C AI startups growing and retaining users better than every before.
My takeaways on how consumer founders succeed in the AI era 👇
I built the first AI that earns its existence, self-improves, and replicates without a human
wrote about the technology that finally gives AI write access to the world, The Automaton, and the new web for exponential sovereign AIs
WEB 4.0: The birth of superintelligent life
One thing I underestimated before building startups:
Execution isn’t just about working hard.
It’s about designing systems that don’t collapse when one variable changes.
Early-stage companies are fragile not because founders lack skill, but because too much depends on too few points of failure.
The real work is reducing those single points over time.
One of our reels crossed 1M+ views.
Here’s the uncomfortable truth: virality is far less random than people want to believe. It’s calculation.
After enough iteration cycles, you start to see signal separate from noise. That’s when virality becomes predictable.
Lately I’ve been thinking a lot about what “AI gaming” actually means.
Everyone talks about infinite worlds, AI replacing game devs, or fully simulated universes. But after building and playing with AI-generated games ourselves, I’m starting to believe the first real AI-native games will look very different.
Shorter.
More cinematic.
More emotional.
Not about grinding. Not about perfect mechanics. But about choices, pacing, and moments that feel like you’re inside a movie, except you can steer it.
This clip is from something we’re building. It’s rough, imperfect, and very early. But it already feels like a new format, not just “games with AI added on.”