I think that every tech company is going to be an AI company, and every AI company is going to be an agent company.

And so the sooner that you as kind of an employee or a business owner can kind of get on board and learn how to use that to your advantage, probably the better.

We haven't seen anyone crack AI social yet. I think it's going to be really tricky. I would say at the highest level, kind of how we view AI, is not just as a market, but as

the reinvention of the whole technology industry, which means that similar to how we have

many tech companies that are worth hundreds of billions, trillions of dollars now, I think

that's going to be the case for AI, where, in my opinion, at least,

it's not winner-take-all. ChatGPT has 900 million users. It's still growing. And get 57% of

American voters say the risks of AI outweigh the benefits. So can anyone compete with the big

AI chat box? The labs have the compute, the talent, and the distribution.

They keep shipping features that wipe out entire startup categories overnight.

Image generation used to be a crowded market.

Now ChatGBT and Gemini handle most of it.

But the labs are constrained.

Every hour spent on creative models is an hour not spent on coding agents or AGI.

And the gaps between platforms are widening.

Chad GPD is going mass market with ads.

Claude is building for finance and science.

Gemini spikes when a new model drops. In this conversation originally

aired on Big Technology Podcast, Olivia Moore, partner at A16Z, talks with Alex Cantorwitz, about where

AI startups can still win. Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond.

We have a great show for you today.

We're going to talk about whether there is room for startups and maybe other companies in the economy to compete with the AI chatbots as they continue to grow and get more capable.

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