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Oct 1, 2024 | 
a16z.com | Angela Strange |Santiago Rodriguez |Alex Immerman |James da Costa
In this month's fintech newsletter, we look at how AI is driving a new beginning for fintech. Plus, when fintechs look more like banks, what does it mean for valuations?
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Sep 20, 2024 | 
a16z.com | Angela Strange |Justin Kahl |David George |Alex Immerman
This is the first installment of a two-part series on AI Inside Vertical SaaS. In 2020, we wrote about how fintech scales vertical SaaS and noted that by adding fintech, SaaS businesses can increase revenue per customer by 2-5x and open up new SaaS markets that were previously inaccessible due to market size or customer acquisition cost. Four years later, vertical SaaS (VSaaS) is scaling once again, but now it’s for a different reason: artificial intelligence.
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Aug 29, 2024 | 
a16z.com | Alex Immerman |Justin Kahl |James da Costa
This month, the a16z fintech team went to Fintech DevCon, payments platform Moov’s annual conference for the fintech developer community.
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Jul 8, 2024 | 
a16z.com | Alex Immerman
We are entering the new SaaS era, moving from Software-as-a-Service to Service-as-a-Software. Until now, software has helped knowledge workers do their jobs better: Bloomberg or Capital IQ for finance, Westlaw or Lexis Nexis for legal, Salesforce or HubSpot for sales. But in the not too distant future, an AI agent is going to do their...
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Jun 6, 2024 | 
a16z.com | Tugce Erten |Mark Regan |Sarah Wang |Alex Immerman
A strong multiproduct strategy is a cornerstone of a credible growth story for any scaling B2B company. Depending on your goals, new products can deepen the wallet share of your existing customers by focusing on new users or new use cases, or they can expand your TAM by targeting new customers, new geographies, or new verticals. In each case, successfully launching these products means finding product-market fit all over again—but this time, you have a much slimmer margin for error.
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May 9, 2024 | 
a16z.com | Jonathan Lai |Jack Soslow |Anish Acharya |Alex Immerman
If history is a guide, transformative breakthroughs emerge when powerful creative tools reach the masses. That’s why we’re thrilled to lead the $5M seed round for Yellow, a company focused on revolutionizing 3D character creation through generative AI. The potential impact is immense.
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May 7, 2024 | 
a16z.com | Sarah Wang |Bob Moore |Tugce Erten |Alex Immerman
As more workloads and data move to the cloud and generative AI takes over the enterprise, cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated. Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats.
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Apr 9, 2024 | 
a16z.com | Sarah Wang |Bob Moore |Tugce Erten |Alex Immerman
In this conversation, a16z Growth general partner Sarah Wang speaks with Crossbeam CEO Bob Moore about his new book, Ecosystem-Led Growth: A Blueprint for Sales and Marketing Success Using the Power of Partnerships. They dive into how this approach can improve customer acquisition, account expansion, and access to new markets by leveraging partners and partner data.
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Mar 22, 2024 | 
a16z.com | Sarah Wang |Tugce Erten |Alex Immerman |Shangda Xu
Effectively monetizing any new technology is a race to capture market share while still giving yourself room to grow your business. But the stakes are much higher with generative AI: though it promises to deliver unprecedented value to businesses, it can also be very expensive to serve to each incremental customer. At the growth stages in particular, founders need to be mindful of their unit economics and margins. We often hear these founders ask: how can I capture the value created by genAI?
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Feb 7, 2024 | 
a16z.com | Anish Acharya |Justine Moore |Olivia Moore |Alex Immerman
It’s impossible to talk about new technology without talking about human flourishing — every new technology from the plow to the microchip has typically been followed by a period of newfound wealth for consumers in the form of cheaper goods, improved productivity, and longer, healthier lives.
