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Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - @a16z @sarahdingwang @aleximm @santiago__rdz

I have been saddened to hear of the passing of the great Liu Huan, who I had the pleasure of singing with at the 2008 Beijing Olympic Games, performing the opening theme song, ‘You and Me’. He was an amazing talent and a true gentleman. He will be greatly missed. R.I.P. Sarah

I asked people: "who are the best active angels in AI?" 5 votes: Jeff Dean (@JeffDean) 4 votes: Umesh Khanna (@forwarddeploy) 3 votes: Sholto Douglas (@_sholtodouglas) 3 votes: Thomas Wolf (@Thom_Wolf) 2 votes: Daniel Chang (@dnnssl2) 2 votes: Elad Gil (@eladgil) 2 votes: Eric Glyman (@eglyman) 2 votes: Logan Kilpatrick (@OfficialLoganK) 2 votes: Michael Chen (@michaelzchen5) 2 votes: Nat Friedman (@natfriedman) 2 votes: Noam Brown (@polynoamial) 2 votes: Philip Bogdanov (@philip_bogdanov) 2 votes: Sarah Zeng (@sarahzengy) 2 votes: Tim Luong (@chongz) 2 votes: Zach Frankel I asked people to focus on angels that work in AI. People couldn't pick themselves. 3 people picked me; I left myself off the list. I didn't vote.

Sarah Massa, a teacher at Beaver Falls Area High School (@BFHSTigers) in PA, was arrested after she allegedly sent over 3,711 messages to a minor student in an attempt to groom him for s*x. The student was also given an abnormally high 114% grade point average in her class. She's been removed from her position at the school and now faces multiple felony charges. Every. Single. Day.

Watching this conversation, it's easy to see why this team has connected with Portland. The way Megan DiLeo and Sarah Ashlee Barker talk about the Fire, their teammates, and this fanbase says everything about why this city has embraced this team. ❤️‍🔥 Episode 20 is out now 🎧