📶 AI second order effects

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Good morning 👋

And happy hump day.

We love thinking through second order effects, and so today we’re going through some second order effects of AI (courtesy of this thread).

Let’s get right into it.

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Today’s highlights

• AI second order effects

• How emerging managers are establishing themselves differently

• A breakdown of the companies that actually matter each year

• Another a16z partner starts her own fund