a16z Podcast Why We Invested In Cluely
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Jun 21, 2025 
In a lively discussion, Bryan Kim, a general partner at a16z with a rich background at Snap, shares insights on the launch of Cluely, a consumer AI product. He dives into the importance of early traction for attracting investment and evaluates go-to-market strategies in the fast-evolving AI landscape. Bryan highlights the unique aspects of Cluely's innovative offering and its marketing strategies, while reflecting on the calculated risks and opportunities in the consumer AI sector. Expect a mix of enthusiasm and bold predictions!
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Key Role of Distribution
- Distribution is extremely difficult to achieve repeatedly in today's environment.
- Roy's skill in distribution is a core strength that justifies investment.
Revenue Validates Viral Momentum
- Cluely converts viral attention into actual revenue both consumer and enterprise.
- This revenue generation underscores the product's seriousness beyond just hype.
Consumer AI Market is Vast
- ChatGPT is still the main consumer AI product broadly used today.
- The market for consumer AI tools like Cluely is much larger than currently realized.