I work at Andreessen Horowitz ('a16z'), a venture capital firm in Silicon Valley that invests in software companies. I try to work out what's going on and what will happen next. 

 
 

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Television
Netflix is not a tech company
Television

Like Sky before it, Netflix is a television company using tech as a crowbar for market entry. The tech has to be good, but it’s still fundamentally a commodity, and all of the questions that matter are TV questions. The same applies to Tesla, and indeed to many other companies using software to enter other industries, especially D2C - what are the questions that matter?

Television
GAFA, Amazon
Amazon as experiment
GAFA, Amazon

I sometimes think that if you could look in the safe behind Jeff Bezos’s desk, instead of the sports almanac from Back to the Future you’d find an Encyclopedia of Retail, written in maybe 1985. There would be Post-It notes on every page, and every one of those notes has been turned into a team or and maybe a product.

GAFA, Amazon
Artificial Intelligence, Search & discovery, Computer vision
Computers that can see
Artificial Intelligence, Search & discovery, Computer vision

Computer vision turns imaging into a universal input - it lets computers see. So what kinds of things will become vision problems, and how does that change Google or Instagram?

Artificial Intelligence, Search & discovery, Computer vision
Mobile
The end of mobile
Mobile

5bn people have a mobile phone now, and 4bn have a smartphone. Time to stop making charts.

Mobile
Artificial Intelligence
Notes on AI Bias
Artificial Intelligence

Machine learning is the new centre of tech, and like all big new things there are issues. ‘AI bias’ is much-discussed right now: machine learning finds patterns but sometimes it finds the wrong one, and it can be hard to tell. This is a real concern, but it’s also manageable as long as we pay proper attention to it, and will probably look much like similar issues in previous waves of automation.

Artificial Intelligence

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