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Santiago Rodriguez

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.

Sep 30, 2026

16:16
Totally agreed.
16:17
So now we're gonna talk about the trends that we're seeing at the model and application layer.
16:22
Um, on the one hand, uh, as we've sort of previewed, AI is generating major revenue and savings.
16:28
On the other hand, adoption is still extremely early.
16:31
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.
16:44
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.
16:52
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

39:41
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.

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