Mark Valdez

There is so much opportunity right now in making AI Agents real for enterprises. The models pack insane capabilities, but to get them into the middle of an enterprise workflow requires significant scaffolding, domain understanding, and context engineering. This is the play.

Unless and until agents really do work at expert level, the benefits of AI use are going to be contingent on the skills of the AI user, the jagged abilities of the AI you use, the process into which you integrate use, the experience you have with the AI system & the task itself

St. Louis holds a special place in the heart of American soccer ❤️🇺🇸 @AlexiLalas takes us through the rich history that the city has with the beautiful game ⚽️

Unearthed from 2009: our founding document where @pmarca defines the foundational beliefs behind a16z including: - Tech is key to human progress - Tech progress cascades over time - Entrepreneurs are key to startup success and we’ll support them - We embrace change and drive it…

Dug into this AI roll-up moment for Newcomer. Seems like everyone from General Catalyst to Microsoft's Chris Young is getting in on the action in the space. Got some fresh details on some unreported roll-ups too. newcomer.co/p/ai-roll-up-d…

I think this is the 4th or 5th tech-enabled accounting roll-up I’ve heard of. Not including all the PE backed platforms

Skate towards where the puck is going remains the best advice for AI. Make some bets that progress continues and consider the products and services that make sense in that world. It may not be right, but a lot of people aren't paying attention to the trends

More news in Tech-enabled Roll-ups (which I managed to miss last week): Thrive Holdings enters IT Services in partnership with ZBS (their partner in Crete) wsj.com/articles/thriv…

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The momentum for tech-enabled acquisitions is undeniable at this point. Really incredible to see