Felix Do

@andruyeung San Tung

In SF for a week – what are the best restaurants I must try? (everything except italian, japanese, mexican)

Happy @Stripe annual letter day! Stripe is definitely increasing the GDP of the internet: - In 2025, Stripe businesses generated $1.9T volume, equivalent to ~1.6% of global GDP - Stripe powers 5m+ businesses, including “all of the top AI companies, many of the largest blue-chip companies (90% of the Dow Jones Industrial Average), most of the biggest tech companies (80% of the Nasdaq 100), and a significant fraction of freshly minted startups (25% of all Delaware corporations are now created with Stripe Atlas).” - The 2025 new customer cohort is by far the “highest performing and fastest moving” Stripe has ever seen, growing around 50% faster than the 2024 cohort. The number of companies reaching $10 million ARR within 3 months of launch was double the 2024 count. - In 2025, 20% of Atlas startups charged their first customer within 30 days, up from 8% in 2020. - Businesses that accepted Stripe Capital offers grew 27 percentage points faster over the following year than comparable businesses. What started as “if you are a startup and you charge customers, you build on Stripe” has increasingly become “if you’re any company of consequence and you charge customers, you build on Stripe.” And now with this next wave, “if you are an AI company and charge customers, you build on Stripe.” We @a16z are thrilled to have been their partners since 2010 and even more excited to deepen our partnership in today’s announced tender.

Thrilled to be leading @temporalio's Series D. Agents have grown up jobs now. They’re moving data, writing + deploying code, updating records, and coordinating multi-tool, multi-step processes. It’s an exciting time…and a nerve-wracking one. Durable execution is higher stakes than ever. Temporal is the execution layer for software: handling retries, state, recovery, and replay so long-running agents actually work in production. @OpenAI, @Replit, @Lovable, @stripe, @AbridgeHQ (and many more) already rely on them because they are N of 1. Excited to partner with distributed systems legends @SamarAtTemporal and @mfateev as they build the backbone of the agentic era. More on why we invested: a16z.com/announcement/i…

@aleximm @Giannis_An34 @Kalshi @mansourtarek_ @TaliaGold EPIC 📈

Kalshi Bowl was a blast @Giannis_An34

@nextstepst prompt

Comment “prompt” and I’ll drop the exact prompt structure, and settings used to create this look.

@ishverduzco GL 💪

SF for new job today :)

ICYMI last week from my partner @DavidGeorge83 -- charts are a growth investor's love language📈♥️ One of my favorites: the visual realization of Jevon's Paradox which @martin_casado previewed back in Aug '23

We get used to rapid improvement surprisingly quickly. Compared to past tech cycles, revenue growth for AI companies is on another level.

In '27, private AI co's will add more revenue than all public software ex cloud - @santiago__rdz In '25, OpenAI + Anthropic alone added revenue equal to 50% of all public software ex cloud Santi's prediction could happen in '26 Private markets = new high-growth public markets

Read more: a16z.com/state-of-marke…

📈Truly a labor of love working on this project, read it for yourself.

@dhaber @DavidGeorge83 💪

@DavidGeorge83 Loving these long forms!

AI is seeing faster growth than any previous technology cycle. A few things stand out: - Unicorns are real: The top decile unicorns are growing revenue ~6x faster than the median - Power laws: The definition of "large-cap" has tripled since 2019, and incumbents are being disrupted quickly This and much more in the @a16z State of Markets deck: docs.google.com/presentation/d…

It's time to build.

@sergeantsref 🔥🔥🔥

--sref 2007748773

Keep building

@tmhammer @bradvangelder @a16z 💯

@bradvangelder @a16z Careers.a16z.com ;)

babe wake up @a16z

@liangsays 👀 🔥

some surreal behind-the-scene moments building a real-life holodeck

@richardzphotoz @drfeifei @BenMildenhall 🔥🔥🔥

What an honor it was to collaborate with @drfeifei, @BenMildenhall, and the incredible team at World Labs. Thank you for trusting our vision and allowing us to tell a story that celebrates creativity and the childlike wonder in all of us. This one means a lot 💙

@aleximm @Waymo Still need @Waymo in the east bay!

One of the best reasons to live in the Bay - we're where the future meets the present. @Waymo now serves from SF through the Peninsula down to San Jose and and takes riders on freeways.

@CharlesPattson 🔥🔥🔥

Someone cooked here