
Santiago Rodriguez
Deal Partner on Andreessen Horowitz's Growth investing team, focused on fintech, consumer, and crypto companies; host-side guest on The a16z Show.
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Sep 30, 2026
The $1 Trillion AI Buildout | State of Markets
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39:41

Santiago RodriguezGUEST
So now we're gonna talk about the trends that we're seeing at the model and application layer.

Santiago RodriguezGUEST
Um, on the one hand, uh, as we've sort of previewed, AI is generating major revenue and savings.

Santiago RodriguezGUEST
Um, and then, you know, I think on top of this, the, the trend is very much so that costs are plummeting and, you know, we previewed agents already, but agents are actually economical now for a much wider range of work.

Santiago RodriguezGUEST
And of course, this is changing even as we speak, right? New innovations like Jev, by newer labs like TypeSafe, are taking this to an, a greater extreme.

Santiago RodriguezGUEST
You're starting to see things like two orders of magnitude, uh, cost differences really impact the, a number of use cases.
23 MINS LATER

David GeorgeHOST
I think that there are a few of them that we are close to where we'll see that over the next 12 to 18 months.