Renowned VC a16z: AI Has Completely Rewritten the "Innovation Methodology" of the Past 75 Years

a16z partners believe that AI is rewriting the underlying economic logic of innovation: shifting from engineering constraints to capital constraints, where a 20-person team can now effectively deploy $1 billion. This assessment directly impacts judgments on the competitive landscape between startups and big tech, venture capital logic, and even the boundaries of AI capabilities. The three also candidly admit that when facing model training at the scale of tens of billions of dollars, no one truly knows what will emerge—"this is a digital product that humanity has never created before."