Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z
Martin Casado and Sarah Wang of a16z discuss how venture and growth capital are merging in the AI space. They cover the financing strategies for AI companies, including compute contracts and rapid capability growth, and examine the potential market structures for AI, ranging…