"Action produces information" https://twitter.com/a16z/status/2042739966040772784/photo/1

Only 3% of households are paying for AI. But once they get a taste, they come back for more. More charts: https://www.a16z.news/p/charts-of-the-week-saaspocalypse https://twitter.com/a16z/status/2040134762392928564/photo/1

https://twitter.com/a16z/status/2036165596442927532/photo/1

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion… https://twitter.com/a16z/status/2032594527933145155/video/1