The Anticipation of Waymo's Arrival in Urban Markets

This chapter covers the anticipated debut of Waymo in New York City, focusing on the expected integration of autonomous vehicles into urban traffic. The discussion highlights public reception differences across cities and explores the broader implications for technology and business opportunities in urban markets.

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Bryan Kim, Partner at Andreessen Horowitz (a16z), focuses on early-stage investments in consumer and application-layer AI. He has invested in some of the most prolific consumer companies like: Captions, ElevenLabs, BeReal, Function Health, and more.

One of his recent investments is viral phenomenon, Cluely, a controversial San Francisco-based AI startup founded by Roy Lee. Cluely has raised over $20M to date, with their most recent $15M investment from Bryan at a16z. Cluely is building an invisible desktop assistant to help you “cheat on everything.”

We talk about:

• The wild backstory behind investing in Cluely & ElevenLabs

• Why he calls momentum “the moat” in the AI era

• What it takes to raise a Series A today

• How context makes AI products infinitely better, and harder to replace

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(00:00) Trailer

(01:04) Welcome Bryan Kim & Cluely Intro

(02:26) How Bryan Met Roy Lee

(07:00) The $15M Bet On Cluely

(09:58) Cluely’s Hype Media Strategy

(14:18) Momentum Is The Moat