Alex Immerman
@aleximm
Software is eating the world, but I’m eating @saltandstraw. My initials were AI before it was cool. Partner @a16z growth fund.
Waymo's market share is now equal to Lyft within SF. Incredible. Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing. You need a minimum network size, but once you have that, there are diminishing returns. In…
Consumer willingness to pay used to cap out at a $100/month subscription - about what people pay for wifi or a cell phone plan. LLMs broke that ceiling. $200/month is justified for many AI apps and won't be the top.
For years, we assumed consumers wouldn’t pay for software. Now people are happily paying $200+/mo for products like Claude, Grok 4 Heavy and Gemini. Not because they’re for everyone, but because they’re 100x better for someone. The free tier is the funnel. The real product is…
Thrilled to back @miramurati and the world-class team behind ~ every major recent AI research and product breakthrough. RL (PPO, TRPO, GAE), reasoning, multimodal, Character, and of course ChatGPT! No one is better positioned to advance the frontier. Excited to see the future…
Thinking Machines Lab exists to empower humanity through advancing collaborative general intelligence. We're building multimodal AI that works with how you naturally interact with the world - through conversation, through sight, through the messy way we collaborate. We're…
Hell yea @skupor! The US government is lucky to have you. Make meritocracy great again.
Proud to live in SF. Friends from NYC: you're welcome here. We have AI, Waymo, 60 degrees year-round, and burritos, with safety and capitalism on the rise.
"The battle between every startup and incumbent comes down to whether the startup can get the distribution before the incumbent can build the innovation."
the #1 question from every New Yorker who visits SF: “when is Waymo coming?”
New York, we're coming back to the Big Apple next month! 🍎🗽We want to serve New Yorkers in the future, and we’re working towards that goal. Here’s how:👇
France tried to shut out the Israeli defense companies at the Paris Air Show. Israeli Dynamism 🇮🇱🚀
Proud to be on team David in history's most epic David vs. Goliath saga 🇮🇱🇺🇸