First episode of 2025! For our very first episode of the year, we invited Justine and Olivia Moore, who are Partners at Andreessen Horowitz VC firm, focused on investing in all things AI. We covered a wide range of topics from the current funding landscape in AI startups, defensibility, their favorite AI startups as well as what 2025 is going to look like for the AI landscape. Enjoy!
0:00 Intro
3:15 - State of AI at the beginning of 2024
12:30 - Valuations and fundraising landscape today
16:20 - Founder backgrounds for AI startups
19:15 - Are AI companies defensible? What moats do they have?
26:40 - Impact for large enterprise businesses
30 35 - Exit options and M&A
35:45 - What problems do they wish founders focused on? And not so much on?
42:35 - AI therapy - is it cringe?
48:55 - Stanford dropouts and starting AI companies
58:35 - Olivia and Justine's favorite AI Tools
1:04:00 - Outro