network effects
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Higgsfield CEO Alex Mashrabov on $1B ARR in 18 Months, Burning $4M a Month on AI Models, 80% Margins on Open Weights, and Why Moats in AI Are BS (20VC)
Higgsfield went from $1 million to $1 billion in annualized revenue in 18 months, faster than Cursor, and almost nobody outside the AI world has heard the story.…
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Bill Gurley on Mental Models, Systems Thinking, AI Investing, Stablecoins, and the Future of Venture Capital
Bill Gurley spent his career at Benchmark backing some of the most consequential marketplaces and network-effect businesses of the internet era, including Uber, and he is one of…
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Benedict Evans on the Economics of AI Usage, Why Foundation Models May Become Commodities, and What Comes Next for SaaS
Benedict Evans returns to the a16z podcast to update the thesis behind his widely read “AI eats the world” presentation, and the picture he paints is less about…
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Paul Graham in Stockholm on Why Founders Should Go to Silicon Valley and How Sweden Can Become the Silicon Valley of Europe
Paul Graham, the Y Combinator co-founder whose essays have shaped how a generation of founders thinks about startups, took the stage in Stockholm to answer two questions at…
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Brian Chesky on AI Founder Mode, the 11-Star Experience, and Reinventing Airbnb for the Age of AI
Airbnb CEO Brian Chesky sits down with Patrick O’Shaughnessy on Invest Like The Best to talk about the next evolution of company building: AI Founder Mode. He covers…
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Seth Godin on Playing the Right Game and Strategy as a Superpower: Key Questions and Answers
Seth Godin discusses the importance of strategy over tactics, emphasizing that real strategy is about long-term vision, systems thinking, and understanding the game being played. He highlights four…