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Marc Andrusko
663 posts
Marc Andrusko
@mandrusko1
Partner and Only Marc A @oakhcft | prev. @a16z @Plaid @GoldmanSachs | will not rest until I win the @NewYorker cartoon caption contest.
เข้าร่วม Kasım 2010
1K กำลังติดตาม6.9K ผู้ติดตาม
@PpetersonPaul Thanks Paul! Still lots for us to do together :)
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@mandrusko1 Congrats Marc! Great team! Excited to continue to partner with you!
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@mattaparker Thanks Matt! Been a minute, hope you're doing great
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@nihalmehta Thanks Nihal! I look forward to more AI panels together and joining the next human unicorn dinner!
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@NWischoff Thanks Nichole! We're long overdue. Hope you're doing great.
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@pitdesi Thanks Sheel! Excited to continue to collaborate with BTV
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@mandrusko1 Congrats Marc!! Any founder would be lucky to work with you
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@omooretweets Yes but I will talk to you on whatsapp in two hours so we good
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@mandrusko1 Let’s goooooo!! 🎉🔥 Miss you here already but excited for this next chapter
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Where are we in the consumer AI cycle?
I went on @technology to discuss what we @a16z are seeing from studying the data since 2023.
So far, a rising tide has lifted all boats. But, we're starting to see ChatGPT, Claude, and Gemini diverge in approach to winning the consumer.
My main takeaways 👇
1. ChatGPT is still dominant - but the race for "default AI" is on. On web, ChatGPT is 2.7x larger than #2 Gemini. On mobile, 2.5x larger. But, ~20% of weekly ChatGPT users are now also using Gemini in the same week - and Claude is growing quickly with developer and prosumer use cases.
2. AI is going global - but not where you'd expect. We built a per-capita adoption index by country - Singapore ranks #1, followed by Hong Kong, the UAE, South Korea. The U.S. is down at #20 - with both a smaller % of white collar workers for whom AI is valuable, and more cultural pushback.
3. The creative tool category has completely transformed. In our first edition, 7 of 9 creative tools were image generators. Today only 3 remain - video, music, and voice have taken their slots. OpenAI and Google focusing on native image gen means you need to be specialized to standalone.
4. Agents are here. Manus and Genspark both made the web ranks - and if our data was for February (not January), OpenClaw would have debuted at #30! But, it has still not escaped containment to the mainstream consumer - expect more packaging around agents for specific use cases.
5. AI is leaving the browser. Between Cursor, Claude Code + Cowork, Granola, Wispr, and others, users are increasingly interacting with AI via desktop apps. We will have to evolve our methodology as AI becomes more ambient - and can't be measured by a website hit or app download.
6. AI-enhanced (not AI-native) players are waking up. For the first time, we included six legacy products that are now meaningfully AI enabled. Only 3 made the top 15 on web - including Notion, which reports 50% of ARR from AI. The others? Canva, Freepik, Grammarly, Capcut, and Picsart.
Thanks to @CarolineHydeTV and @EdLudlow for having me on - can't wait to see what the report looks like in another 6 months!
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Zach is one of the sharpest dudes in NYC tech. But much more important than that, he’s an A+ human who anyone would be lucky to work or do business with. So pumped to see this go live!
ZC25@zachcohen25
I’m excited to share that Ease Health is coming out of stealth with a $41M Series A led by @a16z, alongside @AbstractVC, Sunflower, F3, and @BoxGroup, to build the AI-native operating system for behavioral health. Behavioral health runs on some of the most fragmented infrastructure in healthcare. Providers are forced to stitch together EHRs, billing systems, CRMs, schedulers, documentation tools, and compliance workflows just to operate. We started Ease because this is not a tooling problem. It is an architecture problem. So we rebuilt the system from the ground up. Ease is a single platform where AI is not a bolt-on. It is foundational. -Documentation is handled by an ambient AI scribe. -An AI voice agent can manage intake and scheduling. -Our CRM auto-enriches leads and logs activity automatically. -Front desks can instantly match patients to the right provider. -Charts are audited continuously. -Utilization review and prior authorizations can run autonomously. When data is entered once, it flows everywhere it needs to go across clinical records, billing workflows, and reporting. One through-line of truth across the entire organization. Since launching, we have grown quickly and now support hundreds of behavioral health providers across inpatient, outpatient (IOP, PHP, MAT), and residential. The behavioral health crisis is not a demand problem. Providers are buried in manual documentation, claim denials, compliance friction, and disconnected systems. We are building the system designed to remove that burden. We are grateful to Andreessen Horowitz for leading this round, and thankful for the support of all of our investors and partners who believe in rebuilding healthcare infrastructure the right way. Your conviction and partnership mean a great deal to our team.
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