Sarah Wang
Partner at a16z, co-host of the AI + a16z podcast.
“most of the enterprises that we speak with, anecdotally, their exposure to AI is still mostly with Microsoft Copilot.”
Source→“the ones who have blinked and been less aggressive have regretted it.”
Source→“just over 2% of U.S. households actually have a paying subscription for AI”
Source→“Chime... Reduced their cost to serve by over 10% a year for the last four years. Compounded, we're talking about almost a 50% reduction.”
Source→“Shopify's AI Sidekick raised the percentage of customers that reach five orders within 15 days after onboarding by 8%.”
Source→“ServiceNow... Reported more than a billion in AI ACV and actually a 9x increase in agentic deployments.”
Source→“Many enterprises are really excited when they buy Cursor or Cognition for the first time. But the reality is that's just like the beginning of the journey.”
Source→“It just has nothing to do with pacing... it kind of feels like this kind of almost milk toast capitulation to the pause people.”
Source→“by dollar, open source is like 5%... but by token count, it's over 60%.”
Source→“I think you used Tinker. So shout out to Thinking Machines.”
Source→“There's a lot of efficiencies there, et cetera. I wanted to just flag that because it was an interesting finding. I think you used Tinker, so shout out to Thinking Machines.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.