State of Markets - by David George - a16z

kept by eddie jan 23

a16z’s inaugural State of Markets deck finds that AI adoption drives a power-law market where top tech winners capture most revenue growth and multiples.

Stocks Rebound After Volatile Week as Dow Hits Record High - The New York Times
The Dow Jones Industrial Average closed above 50,000 points for the first time amid a rebound driven by gains in traditional industrial and financial stocks.
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Presentations — Benedict Evans
Benedict Evans presents his annual slide deck on macro tech trends, arguing that rapid acceleration across retail, TV, advertising, and regulation is reshaping the global industry.
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on the software job climate
A writer identifies six structural factors—interest rates, AI capital intensity, R&D tax changes, market saturation, lower build costs, and workforce growth—explaining the software job slump beyond AI.
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Can AI Kill the Venture Capitalist?
AI agents like ADIN are automating venture capital deal analysis, potentially disrupting the industry by replacing human analysts and improving investment odds.
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Exclusive | The Fundraising Tactic AI Startups Are Using to Juice Valuations - WSJ
AI startups juice valuations by selling stakes to lead investors at a lower valuation, then offering shares to other backers at a much higher valuation soon after, as exemplified by Serval and Sequoia.
also on #venture-capital, #business-strategy, #ai