In this episode, a16z partners Justine Moore and Anish Acharya join Nathan to discuss the AI Abundance Agenda, their latest thesis for consumer AI. They discuss the intersection of weird and working, and their investment pillars in AI for creativity and productivity, companionship, and wellness and growth. Looking for a search API? Try the Brave search API for free for up to 2000 queries per month at https://brave.com/api
LINKS:
Read a16z’s AI Abundance Agenda here: https://gamma.app/docs/a16z-Consumer-Abundance-Agenda-ieotbnzbxj81biu?mode=doc
SUBREDDITS MENTIONED:
Justine's Deep Dive on AI Subreddits: https://twitter.com/venturetwins/status/1734614118294868115
r/LocalLLaMA: https://www.reddit.com/r/LocalLLaMA/
r/ComfyUI: https://www.reddit.com/r/comfyui/
r/StableDiffusion: https://www.reddit.com/r/StableDiffusion/
r/aivideo: https://www.reddit.com/r/aivideo/
SPONSORS:
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NetSuite has 25 years of providing financial software for all your business needs. More than 36,000 businesses have already upgraded to NetSuite by Oracle, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ head to NetSuite: http://netsuite.com/cognitive and download your own customized KPI checklist.
X/Social:
@labenz (Nathan)
@venturetwins (Justine)
@illscience (Anish)
@a16z
TIMESTAMPS:
00:00) Intro and summary
(06:29) Introduction to the Abundance Agenda
(09:21) AI reducing administrative overhead
(09:40) Relationships and companionship
(10:30) Wellness and personal growth
(11:24 The intersection of weird and working: why weird sometimes works
(13:24) How AI helps the pro consumer
(15:17) Sponsor | Brave Search API
(20:47) Where do Justine and Anish discover new AI products
(23:25) The best AI subreddits
(27:16) High NPS churn vs Low NPS Churn
(28:30) AI Bundle: how it would work
(29:34) Sponsor | Netsuite + Omneky
(32:01) AI CMO or AI operated back office
(33:40) Best AI image to video products
(34:53) Why there aren’t currently APIs for AI video products
(39:12) AI email composition will be tackled by an incumbent rather than a startup
(39:47) The rise of voice-first due to AI
(40:40) Startups vs incumbents - 80:20 value capture for startups
(41:41) Salesforce vs a startup AI CRM
(45:07) Creating artistically opinionated models using fine tuning
(47:42) Why isn’t there a push for AI doctors?
(51:46) AI mental health apps
(55:00) Frameworks for designing non-predatory AI
(56:51) Proxy metric for evaluating companion AI products
(59:48) Media literacy and intuition for the next generation around AI
(1:00:20) Request for startups from Justine and Anish
This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.
