gp & co-founder @patronfund | prev @a16z @riotgames

Joined January 2009
💯 we’re actively investing in ai-pilled game devs
The games we've long wanted, which didn't exist because they'd cost several times more to make than they'd earn back, will soon become possible. As will the games developers wanted to build, but couldn't with the resources available. It'll be a new golden age of gaming.
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"There is always a move." -@bhorowitz
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strong body. clear mind.
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brian cho retweeted
Hasn’t even been 4 months since I came back to VC. I did because I thought consumer startups would be back. We are already seeing it. Personal agents, game creation, stories and immersive worlds. The value is now in the software and networks around the models. What a time!
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brian cho retweeted
Lend me your energy!
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bullish on @systemlabsinc
A weekly jab in the belly is generating more revenue than the entire AI industry. Ozempic + Mounjaro: $71B in 2025. OpenAI + Anthropic: $29B. And they've barely started. ~2% of the 800 million eligible patients can currently access them. h/t @DrSamuelBHume
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Ben Horowitz: “The most dangerous thing going on in AI is Anthropic and Bill Gates” “Anybody can go say, ‘AI is going to kill us,’ and you'll be on every major news station and every newspaper and so forth. I think it's extremely dangerous, though, when it comes from Bill Gates because he is so credible, because he did build Microsoft, and people think of him that way, and then certainly he's been a big political donor, so he has a lot of political juice, particularly on the Democratic side. The big risk that everybody talks about is that the models are going to recursively self-improve, and then they're going to take off, and then they're going to become so smart and run away from us. Well, what would be the preconditions for that? Ali Ghodsi from Databricks had a great formulation of, ‘Well, what would be the preconditions for that?’ And he had four preconditions. One is that the next model has to require fewer GPUs than the last. The second thing is the next model has to take less time to train. And then the accuracy of the next model has to be better than the last, so it's got to be a better model. And then finally, it's gotta keep happening again and again and again. Zero of those four have been met. We're not on track for any of those four to be met, and so we're really talking about a risk that's entirely theoretical at this point that we're not mapping to.”
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Replying to @KenneyNL
This is bullshit, Kenney. I’m the same tech tree following optimist who moved from C to C++, from 2D to 3D, and from closed source to open source. I run a company. I write code. I contribute to published papers. I’ve upped my expectations of AI. Up yours!
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first time riding 200km!
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brian cho retweeted
💯 we’re actively investing in ai-pilled game devs
The games we've long wanted, which didn't exist because they'd cost several times more to make than they'd earn back, will soon become possible. As will the games developers wanted to build, but couldn't with the resources available. It'll be a new golden age of gaming.
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brian cho retweeted
bro
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Forget AI generated games AI making every game ever made playable anywhere might be the bigger unlock
This quoted post is unavailable.
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brian cho retweeted
When in SF, it’s absolutely essential to visit @SFMOMA. Had a chance to host a group of old and new friends to go check out the RM x SFMOMA exhibit this afternoon - it’s really an amazing show and collection that BTS group leader Namjoon (RM) has compiled in a relatively short time collecting, highlighting Korean artists especially female artists from across many periods of art. Huge thanks to my good friend Kelly Huang for connecting us with the show’s Co-curators America Castillo and Hyoeun Kim who were able to team up to share a very special guided walkthrough of this incredible show. Highly recommend to everyone visiting SF to go check this out while you are in town.
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brian cho retweeted
The problem with consumer AI in a nutshell is if you hand an uninitiated user an agent, it's nothing but a blank box to them. Coders get it instantly, but for everyone else it’s just not intuitive. Solve that, and you reach the next few hundred million real adopters.
The seventh edition of our Top 100 Consumer AI Apps is here, including a new dimension this time: what consumers are actually paying for. a16z's Elena Burger sits down with Olivia Moore and Josh Elman to unpack the current state of consumer AI: The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated at the top. Olivia and Josh discuss why developers, creators, and other power users dominate spending today, and why subscriptions may not be the business model that ultimately brings consumer AI to everyone. They also dig into the rise of personal agents, the different trajectories of ChatGPT, Claude, and Gemini, how ads could reshape AI economics, and the enormous amount of consumer white space still left to build, from shopping and entertainment to social, dating, and marketplaces. 00:56 Inside the 7th edition 05:55 Muse and Instinct's launch numbers 09:14 The privacy wall for personal agents 14:39 The AI spending power law 20:20 Why subscription is the wrong model 23:51 OpenAI's $1B ad run rate 29:21 ChatGPT vs Claude vs Gemini 32:30 Where creative tools still win 45:12 The white space: dating, shopping, entertainment YouTube: youtu.be/aCvrzhwUxg0 @omooretweets @JoshElman @VirtualElena
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Fourth times the charm
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