OpenAI bets on computer use, but enterprise risk remains
As OpenAI pushes AI agents to navigate legacy software faster than humans, corporate leaders must weigh immediate automation against the security risks of visual execution.
By Daniel Okafor ·
a16z — Lorien Times
Jean-Denis Greze fled a tax trap for an unworkable security bet
Jean-Denis Greze was right to abandon a small-business tax startup, but treating autonomous inbox agents like consumer software ignores the deterministic security controls required to survive an enterprise audit.
By Nikhil Raghavan ·
Nathan Lambert exposes the folly of protecting closed AI labs
On the a16z podcast Nathan Lambert showed open AI models trailing by months, proving that subsidizing closed labs through state regulation will only throttle innovation across the broader economy.
By Bram de Vries ·
Stripe and Amazon show why agentic commerce will fail at scale
As Terry Angelos and Alex Rampell tout automated shopping, brittle payment workarounds and retail pushback prove the technology cannot scale without clear statutory liability.
By Nikhil Raghavan ·
Martin Casado admits tech overprovisions while the public pays
As Martin Casado and Jad Naous debate automated software on a16z, Silicon Valley’s habit of overprovisioning computing infrastructure shifts the real energy and water costs onto everyday utility bills.
By Imani Sutton ·
Owen He punctures the Silicon Valley fantasy of self-improving AI
Podcast
By Daniel Okafor ·
Pat Gelsinger warns on a16z that AI data center defaults loom
Former Intel chief executive Pat Gelsinger tells a16z that energy bottlenecks and manufacturing delays will cause data center defaults, piercing Silicon Valley's capital expenditure illusions.
By Klaus Berger ·
Matt Garman’s $220 billion bet proves compute is industrial power
AWS plans to pour hundreds of billions into data centers, running straight into physical grid limits that require American energy production rather than regulatory obstruction.
By Grant Colby ·
Kevin Mandia exposes the AI cyber tsunami at a16z
On the a16z podcast, Kevin Mandia argues that autonomous AI cyberattacks require enterprises to abandon manual defense for machine-speed prevention.
By Bram de Vries ·
An a16z podcast exposes the unsustainable bubble of consumer AI
As partners on an a16z podcast discuss how users spend money, the high cost of serving them reveals a subsidized bubble that must face economic reality.
By Klaus Berger ·
Amjad Masad's pitch for specialized AI ignores operational risk
On the a16z podcast, Amjad Masad and Alex Atallah championed specialized AI over monolithic models, but deploying autonomous agents without hard deterministic guardrails creates unmanageable enterprise risk.
By Nikhil Raghavan ·
Vlad Kyle explains why AI will crush legacy ERP software
On the a16z podcast, Vlad Kyle argued that AI agents will replace legacy databases, proving that stripping friction from procurement is the only way for modern businesses to survive.
By Bram de Vries ·
Barrett Lyon pitches a private internet that ignores the grid
On the a16z podcast, DoxxNet founder Barrett Lyon argues for a parallel mesh network to escape surveillance, but his defense of data center consumption overlooks the public cost of the digital future.
By Imani Sutton ·
a16z says data centers lower bills while tech capex hits $1 trillion
Podcast
By Imani Sutton ·
Anish Acharya and David Pawlan show why AI agents must outgrow the twenty-dollar daily subsidy
Podcast
By Bram de Vries ·
Diogo Almeida finds AI's blind spot but misprices the liability
On the a16z podcast, TypeSafe founder Diogo Almeida rightly mocked software that cannot manage a drive-through, but replacing rigid code with probabilistic guesswork simply shifts the burden of error onto the public.
By Klaus Berger ·