Kevin Wu

@ankithharathi @nitinrajini congrats @ankithharathi !

Announcing: Househunt - monopoly with real houses 3 years ago @nitinrajini and I became obsessed with a single stat Zillow has 220M monthly active users but less 5M homes are sold every year The vast majority of people browse houses because it's fun. Fun to dream about what you could buy if you had more money, or could live somewhere else So we made a game where you can live out all your real estate fantasies @playhousehunt is monopoly with real houses - guess house prices, buy, renovate, and sell homes to build your dream real estate empire

come work with me @a16z! we're hiring a partner on our Speedrun investment team - this is a small, fast-growing team inside a16z focused on first-money-in investing in brand new AI start-ups building at the frontier if you’re technical and love working hands-on with founders at the 0-1 stage, come talk to us or refer a friend we should meet! since launch, a16z @speedrun has invested in over 200 startups with $300M+ in capital deployed. alumni include @floraai @runware @Fundamental @hedra_labs @k_idofficial @rork @Nexxa_AI and many more. we recently raised a fresh new fund to back the next generation of founders our investment partners help identify and select the companies we invest in - thinking critically about new technologies and market trends. they also serve as mentors for our founders, helping them make progress across product, GTM, fundraising, etc a few things we look for: - experience as a builder (engineering, product etc) or an investor - technical / passion for AI - you've embraced AI in your workflows and are passionate about optimizing your coding agent’s performance, with a side project (or two) in flight - interest in start-ups - founder empathy is a key a16z cultural value. you've either founded a start-up, worked at one, or are contributing on the side - social network - you're at home conversing with other builders, and might be active on X, LinkedIn, or Substack please send a note to speedruninvesting@a16z.com with your Linkedin and a link to a product or terminal session you’re proud of creating. we can't wait to meet you!

Great deep dive from the @a16z Growth team on the state of AI markets. Some takeaways: - Public AI leaders are backed by real profits (unlike dotcom-era loss-making growth) - While multiples are elevated, they're far from dotcom extremes (especially when margin-adjusted) - AI capex is sustainable for now: supported by cash flows but approaching limits - Demand is real: rising consumption and increasingly quantifiable AI benefits