Guido Appenzeller

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Articles

Open Models and Maturation: Assessing the Generative AI Market

May 17, 2024 | a16z.com | Guido Appenzeller |Matt Bornstein |Derrick Harris |Dean De Beer

In this episode of the AI + a16z podcast, a16z partners Guido Appenzeller and Matt Bornstein discuss the state of the generative AI market, about 18 months after it really kicked into high gear with the release of ChatGPT — everything from the emergence of powerful open source LLMs to the excitement around AI-generated music.
Open Models and Maturation: Assessing the Generative AI Market

May 17, 2024 | a16z.com | Guido Appenzeller |Matt Bornstein |Derrick Harris |Dean De Beer

In this episode of the AI + a16z podcast, a16z partners Guido Appenzeller and Matt Bornstein discuss the state of the generative AI market, about 18 months after it really kicked into high gear with the release of ChatGPT — everything from the emergence of powerful open source LLMs to the excitement around AI-generated music.
AI Hardware, Explained on Apple Podcasts

Jul 27, 2023 | podcasts.apple.com | Steph Smith |Guido Appenzeller

In 2011, Marc Andreessen said, “software is eating the world.” And in the last year, we’ve seen a new wave of generative AI, with some apps becoming some of the most swiftly adopted software products of all time. So if software is becoming more important than ever, hardware is following suit. In this episode – the first in our three-part series – we explore the terminology and technology that is now the backbone of the AI models taking the world by storm.
Who Owns the Generative AI Platform? – RamaOnHealthcare

Jun 19, 2023 | ramaonhealthcare.com | Matt Bornstein |Guido Appenzeller |Martin Casado

Who Owns the Generative AI Platform? Andreessen Horowitz June 19, 2023By Matt Bornstein, Guido Appenzeller, and Martin CasadoWe’re starting to see the very early stages of a tech stack emerge in generative artificial intelligence (AI). Hundreds of new startups are rushing into the market to develop foundation models, build AI-native apps, and stand up infrastructure/tooling. Many hot technology trends get over-hyped far before the market catches up.
AI Canon | Andreessen Horowitz

May 25, 2023 | a16z.com | Derrick Harris |Matt Bornstein |Guido Appenzeller |Jack Soslow

* * *The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z.
Navigating the High Cost of AI Compute

Apr 27, 2023 | a16z.com | Guido Appenzeller |Matt Bornstein |Martin Casado

The generative AI boom is compute-bound. It has the unique property that adding more compute directly results in a better product. Usually, R&D investment is more directly tied to how valuable a product was, and that relationship is markedly sublinear. But this is not currently so with artificial intelligence and, as a result, a predominant factor driving the industry today is simply the cost of training and inference.
The Generative AI Revolution will Enable Anyone to Create Games

Mar 17, 2023 | a16z.com | Joshua Lu |Robin Guo |Guido Appenzeller |Jack Soslow

As the Generative AI Revolution in Games progresses, it will completely reshape User Generated Content (UGC) creating a world where anyone can build games and expanding the games market beyond what many thought was possible. In the coming years, deep technical knowledge or artistic mastery will no longer be essential skills needed to develop games; instead, creators will be limited only by their energy, creativity, and imagination. Ideas won’t be cheap; they’ll be precious.
The Most Interesting Analysis of the Generative AI Market to Date Has Arrived

Jan 20, 2023 | synthedia.substack.com | Matt Bornstein |Guido Appenzeller |Martin Casado |Bret Kinsella

The technology stack architecture from Andreessen Horowitz (a16z) is very useful. It will get updated over time, but it lays out in a simple way to understand the fact that there are many moving parts. This industry isn’t just about OpenAI and Stable Diffusion. Generative AI and the broader synthetic media markets are getting attention right now at the application layer and the AI model layer. However, there is a lot more going on, which this article points out.