AI Inside the Enterprise – The a16z Show

AI Inside the Enterprise – The a16z Show — Transcript

Market views

Bullish

CRM— Salesforce's move to headless architecture positions them as a bellwether for enterprise software transformation, enabling exponentially more use cases through agent-based computing.
AIMODELS— AI model companies are experiencing rapid growth and hiring aggressively, with infrastructure companies benefiting from the explosion in software creation.
INFRA— Infrastructure companies are experiencing strong growth due to the massive increase in software being written with AI, contrary to predictions of commoditization.

Not investment advice.