Josh Elman
Showing 1–2 of 2 transcripts.
- a16z50 min
The Current State of Consumer AI
Elena Burger, Olivia Moore, Josh Elman
Current AI market dynamics reveal a shift from productivity tools to autonomous agents, driven by high-spending power users who generate a disproportionate share of revenue. While OpenAI leads the field with a $1 billion annual ad run rate and dominant subscription numbers, competitors like Anthropic capture niche enterprise value through premium pricing models. Future growth hinges on overcoming privacy barriers to unlock network effects and transitioning business models from subscriptions toward ads and transaction fees as inference costs decline.
- a16z50 min
How to Spot Exceptional Talent Before Everyone Else
Erik Torenberg, Josh Elman, Olivia Moore, David Booth
Cosign is a new digital platform designed to formalize professional reputation by replacing binary social connections with granular, peer-to-peer endorsements that validate career impact, crisis-level trust, and future potential. Leveraging AI to aggregate public data and a strictly positive feed, the system constructs durable professional profiles that allow early endorsers to build social capital as their mentees succeed. Unlike existing networks, Cosign targets the tech and startup ecosystem with a "living directory" model that prioritizes relationship depth over volume, aiming to make talent discovery a permanent and searchable asset.