SaaStr: “The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway.”
a16z: “Consumer AI usage is wide, but not very deep…for almost everyone. While nearly half of U.S. consumers now report using AI, only 25% are engaged with it daily. And as of August, just 4.5% of U.S. consumers had an active paid personal subscription to ChatGPT, Gemini, or Claude…However, AI’s consumer power users are extremely engaged — and highly monetizable. The top 10% of spenders account for roughly half of all observed spending. These high spenders disproportionately buy coding, productivity, and creative tools.”
WSJ: “The Year of the Political Outsider…Incumbents around the globe are losing favor with voters riled by unsolvable issues.”
James Marriott: “The most stark piece of data is the American Time Use survey of almost a quarter of a million Americans, which found that over the last two decades leisure reading fell by 40 percent.”
