Excited to introduce @cosign: the curated professional network for the startup community: cosign.co
Our goal is to create the following:
- A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked
The primary users of the Internet are no longer human. They’re AI agents.
As agents move from answering questions to completing tasks, they’ll increasingly decide which products to use, which services to subscribe to, and where to spend money on our behalf.
a16z's Olivia Moore and Justine Moore on the B2A economy: a16z.news/p/welcome-to-t…
Move over, B2B and B2C - the B2A economy is here
Agents are the primary users of the Internet, and soon will be the primary customers for every product
Our thesis @a16z on the massive opportunity here 👇 (cc @venturetwins)
Former Cisco M&A head Mike Volpi on why he’s more optimistic about AI than the dot-com era: the internet built communication, AI is building intelligence.
Guido Appenzeller: “Is there one other big difference from how it was back then, which is that everything is now much, much
At Cisco, Mike Volpi's team did 70+ acquisitions which became half of the company's revenue during the internet build-out. Now he's watching AI drive another infrastructure boom, and he thinks this cycle is even more compelling.
His view: the infrastructure being built will
HUMAN Security saw AI agent web traffic grow 8x from August to October.
Consumer agents are exploding, and we're in the early innings of the B2A economy.
Businesses that treat agents as first-class customers have a shot at a wave of growth. Those that don't may find themselves
Move over, B2B and B2C - the B2A economy is here
Agents are the primary users of the Internet, and soon will be the primary customers for every product
Our thesis @a16z on the massive opportunity here 👇 (cc @venturetwins)
GPU rental rates aren't depreciating on schedule.
As of October 19, rental rates were above a six-year straight-line depreciation path from their first observed rent:
- A100s by 9%
- H100s by 54%
@mavolpi: "The demand is so high that even if the watt-to-dollar conversion is low, you're going to still use the asset"
Mike Volpi explains why older GPUs are holding their value:
"We thought this asset had a five-year life ... If you're in the business of financing an asset and that asset ends up having a longer useful life, then you're the beneficiary of that."
" In theory, at some point when
