a16z Partner Justine Moore analyzes state-level AI regulation feasibility following Illinois' ban on AI therapy.
Opinion
Moore: Traditional schooling should be replaced entirely by 24/7 AI tutors
“And then I'm on the other end of the spectrum where I'm, like, blow it all up and have everyone be taught by an AI tutor, like, all of the time.”
Insight
Justine Moore: App layer AI startups pioneered generation templates before OpenAI
“I would almost argue the application layer companies, like the Kriyas, the Hedras, the Higgsfields of the world, popularized that template format. And did it first and did it better.”
Assertion Not checkable as stated
Justine Moore: Sora succeeded as a creative tool but failed socially
“But I think what we've seen is like in the retention data and how we're seeing it used is it was massively successful as a creator tool. Like now my feed is probably two thirds AI slop, if not more. And I, over 50% of it is now Sora, whereas before it was like…”
Opinion
Moore: xAI's Grok has achieved the fastest multimodal progress in AI
“I think their image and video progress is probably the steepest slope I've seen of any of the companies.”
Assertion Not checkable as stated
Moore: xAI is the only major AI lab not compute-bottlenecked
“I think XAI is probably the only model company that is not bottlenecked on compute from my understanding, whereas the others have to make really, like, serious and significant calls of, like, if we let, if we release Nano Banana and go super viral, like, it ma…”
Prediction Not checkable as stated
A massive market will emerge for entertainment and companionship AI models
“I think there's going to be a huge market for more of these companionship entertainment, just having fun type models that doesn't need to be like the highest IQ person you know.”