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Sarah Wang
General Partner @a16z growth fund. “Excellence is the capacity to take pain”
Congrats to the Fal team! 🎉🎉🎉
Lit launch party 😎 @gorkemyurt @burkaygur @isidentical


Jennifer Li31.7.2025
Fal just raised a $125M Series C.
What you see on the platform today looks nothing like what they were building 3 years ago when I first invested at Seed. That evolution has been one of the most important lessons for me as a venture investor. a 🧵
4,47K
Congrats @zoink and the entire @figma team for this unbelievable ride!
Watching you navigate these last few years has been a masterclass.
Let’s go $FIG!

Dylan Field31.7.2025
Good morning
15,81K
Thrilled to back @miramurati and the world-class team behind ~ every major recent AI research and product breakthrough.
RL (PPO, TRPO, GAE), reasoning, multimodal, Character, and of course ChatGPT!
No one is better positioned to advance the frontier. Excited to see the future of @thinkymachines.
@martin_casado @pmarca @Mascobot @steph_zhang @a16z
115,25K
Sarah Wang kirjasi uudelleen
Our expectations from software have been blunted because traditional software has been pretty limited.
Time to shake that off.
No I don't just want a wine inventory app. I want an app that can keep track of my collection, read reviews from the web, help with meal pairing, round out my collection, order when it finds good deals online, summarize reviews and recommend which ones to use as gifts.
Hard to do in excel or with CRUD, but you can vibe code it in a day or two.
25,75K
Sarah Wang kirjasi uudelleen
Yes. A few miscellaneous thoughts.
(1) First, the new bottleneck on AI is prompting and verifying. Since AI does tasks middle-to-middle, not end-to-end. So business spend migrates towards the edges of prompting and verifying, even as AI speeds up the middle.
(2) Second, AI really means amplified intelligence, not agentic intelligence. The smarter you are, the smarter the AI is. Better writers are better prompters.
(3) Third, AI doesn’t really take your job, it allows you to do any job. Because it allows you to be a passable UX designer, a decent SFX animator, and so on. But it doesn’t necessarily mean you can do that job *well*, as a specialist is often needed for polish.
(4) Fourth, AI doesn’t take your job, it takes the job of the previous AI. For example: Midjourney took Stable Diffusion’s job. GPT-4 took GPT-3’s job. Once you have a slot in your workflow for AI image gen, AI code gen, or the like, you just allocate that spend to the latest model.
(5) Fifth, killer AI is already here — and it’s called drones. And every country is pursuing it. So it’s not the image generators and chatbots one needs to worry about.
(6) Sixth, decentralized AI is already here and it’s essentially polytheistic AI (many strong models) rather than monotheistic AI (a single all-powerful model). That means balance of power between human/AI fusions rather than a single dominant AI that will turn us all into paperclips/pillars of salt.
(7) Seventh, AI is probabilistic while crypto is deterministic. So crypto can constrain AI. For example, AI can break captchas, but it can’t fake onchain balances. And it can solve some equations, but not cryptographic equations. Thus, crypto is roughly what AI can’t do.
(8) Eighth, I think AI on the whole right now is having a decentralizing effect, because there is so much more a small team can do with the right tooling, and because so many high quality open source models are coming.
All this could change if self-prompting, self-verifying, and self-replicating AI in the physical world really gets going. But there are open research questions between here and there.
543,6K
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