a16z合伙人Anish Acharya：三年前想法太宏大，如今又太小

a16z GP Anish Acharya says three years ago, ideas were too ambitious. Today, they're too small. "In...

a16z GP Anish Acharya says three years ago, ideas were too ambitious. Today, they're too small. "In the old days, which is three years ago, we would see a company, and if what they were trying to do was too ambitious, we would not engage. Just too crazy, too complex." "Implied by that is you wouldn't do a $100 million seed because it's too much money for almost any problem. It's too much money for any person to actually manage... It doesn't make sense as an inception round." "Today we're almost seeing the opposite problem, where an idea that's too small is not something that we want to engage with." "You can talk about how you put $100 million to work in a seed productively. I'm not recommending you raise $100 million, but this sort of no ceiling on ambition is showing up in how we're picking companies." "When we invest, we tell every founder, 'We're here to help you build the strongest form of your vision.' Marc told me... the way we told our story when we were raising our first fund was, 'We were going to the moon, or we were going to leave a moon-sized crater in the ground, and there was no other option.' That's how we want to work with our founders as well." @illscience w/ @lennysan Your browser does not support the video tag. 🔗 View on Twitter Lenny Rachitsky @lennysan The "permanent underclass" is a dark fantasy Silicon Valley keeps telling itself. @illscience (GP at @a16z ) points out that by almost every measure, things have never been better, and the job-loss story hasn’t played out as people thought. Radiologists have been “cooked” for 20 years and demand keeps rising. Open engineering roles are at all-time highs. And unlike the mobile era’s winner-take-all markets, every layer of the AI stack has ~20 strong competitors. We discuss: 🔸 Why you don’t need to be chronically online to keep up 🔸 The "/loop make me happier" opportunity in AI 🔸 Why every company is becoming a series of loops 🔸 Why moats are discovered, not designed 🔸 What's the Birkin bag version of your product? Listen n youtube.com/watch?v=LdIyXi… 8pfsoQ 🔗 View Quoted Tweet 💬 18 🔄 2 ❤️ 33 👀 10132 📊 14 ⚡