a16z

@a16z

a16z.com/portfolio cosign.co Posts are not investment advice or an advertisement for investment services. See a16z.com/disclosures.

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a16z
@a16z
Sep 25
Introducing Cosign. cosign.co
Erik Torenberg
@eriktorenberg
Sep 25
Excited to introduce @cosign: the curated professional network for the startup community: cosign.co Our goal is to create the following: - A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked
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a16z
@a16z
19h
a16z's Moses Sternstein and Alex Danco on the "rack spread," the gap between rising GPU prices and falling token prices: "The core observation in the rack spread is as follows: roughly since the summer, GPU pricing has gone up, token pricing has gone down. Why that is: a
a16z
@a16z
Oct 30
The "Rack Spread" is unfolding, token prices are falling while GPU prices climb Change since mid-July: - B300 GPU rentals up 106% - B200 up 66% - H100 up 17% - Average token prices down 58% Charts of the Week: a16z.news/p/charts-of-th…
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a16z
@a16z
21h
Cheaper tokens don't mean cheaper bills Since May: - Average token prices are down 67% - Token spend is up more than 120% Charts of the Week: a16z.news/p/charts-of-th…
a16z
@a16z
Oct 30
The "Rack Spread" is unfolding, token prices are falling while GPU prices climb Change since mid-July: - B300 GPU rentals up 106% - B200 up 66% - H100 up 17% - Average token prices down 58% Charts of the Week: a16z.news/p/charts-of-th…
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a16z
@a16z
22h
a16z's Moses Sternstein on the AI jobs panic, what job postings actually show, and why technical hiring is running hot: "People are saying, 'Oh, AI's already killing jobs.'... but right now it's almost certainly not." "Even human resources, right? Which is considered the front
a16z
@a16z
Oct 31
The hiring hangover is shaking off Job postings vs. pre-pandemic, roughly: - Engineering up 45% - Healthcare up 30% - Manufacturing up 25% - HR back to even Charts of the Week: a16z.news/p/charts-of-th…
34
a16z
@a16z
Oct 31
Builders are in demand Job postings, past 12 months: - Engineering +30% - Software dev +26% - Manufacturing +13% Charts of the Week: a16z.news/p/charts-of-th…
a16z
@a16z
Oct 30
The AI jobs panic peaked in May and has faded fast since: - News reports on AI job loss are down ~65%, back to year-ago levels - Layoff announcements that cite AI are down ~90%, near the lowest of the year Charts of the Week: a16z.news/p/charts-of-th…
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