Alex Immerman
General Partner, Andreessen Horowitz. On 2 shows, 5 appearances. The Shows tab opens the full record on each.
investorhost@aleximm ↗LinkedIn ↗a16z.com/author/alex-immerman ↗
Immerman leads growth-stage investments at Andreessen Horowitz across generative AI, enterprise SaaS, fintech, and autonomous systems. His notable investments and portfolio work include EliseAI, Waymo, ElevenLabs, Kalshi, and Revolut.
2shows
5appearances
62statements
26resolved
20supported
2contradicted
77%fully supported
1said about them ↓ Everything Alex Immerman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Immerman: Waymo remains significantly ahead of Tesla on safety metrics
“But when you take a step back and compare the data, whether it's disengagements, reported accidents in Austin, Waymo is still significantly ahead today, and we feel really good about their position.”
Immerman: Kalshi is number one across users, revenue, and volume
“And today they're number one across users, revenue, volume, any metric that, that anyone would care about.”
Immerman: Google's search monopoly is coming to an end
“My big idea is that the search monopoly, particularly around Google, is coming to an end.”
Immerman: Google hasn't been innovating in search due to monopoly status
“The market has been dominated by Google for close to 25 years at this point, and as a monopoly, they're not really innovating. They're, they have no incentive to, until now.”
Immerman: OpenAI and Anthropic added revenue equal to half of public cloud
“If you look at OpenAI and Anthropic alone, the two, those two companies added as much revenue last year as half of the public cloud universe, excluding the mag seven.”
Immerman: Rideshare market will grow by at least 10x in coming years
“And so the ride share market is going to grow by You know, at least in order of magnitude in the coming years.”
Immerman: Top 1% venture outcome will reach $40B in 8-10 years
“Every five years, that, that top one percent outcome doubles. And so, if you were to fast forward another, you know, eight to 10 years, That's forty billion is the top one percent outcome.”
Immerman: a16z can almost guarantee viral launches for founders
“We can go to an early stage founder and almost guarantee That their launch is going to go viral.”
Immerman: Google's ad clutter opens door for new search engines
“The irony is that today, What we're all complaining about with Google is that their pages are cluttered with ads on the results, and that creates the opportunity for these new search engines.”
Immerman: Apple could gain 1 billion search users overnight
“They are not investing the capex like Meta and Google and Microsoft and Amazon, but they control a central node to the consumer, and if they wanted to build a search application, the next day they could have a billion users.”
Immerman: Consumer AI battleground will shift from models to UX in 2024
“And my big idea for 20, 24 is the consumer AI battleground is going to move from the model to UX.”
Immerman: AI models are software primitives similar to payment rails
“One framework to consider is that models are just a new primitive to build applications on top of the same way storages or geolocation or payment rails are today.”
Immerman: Defensible AI businesses do not require building proprietary models
“Building a defensible business does not have building a model as a prerequisite.”
Immerman: Flock Safety solves over 2,800 cases daily, 15% of US crime
“Flock solves over 2800 cases every day.
That's 15% of reported crime in America.”
Immerman: Under five public software and fintech companies grow 30%+
“If you were to scan public internet software fintech, there are fewer than five percent, sorry, there are fewer than five companies growing north of 30%.
This year.”
Immerman: Waymo reached 25% San Francisco market share, beating Lyft
“They, in San Francisco, it got to 25% market share really quickly with very few cars. You know, Surpassing Lyft and being a formidable competitor to Uber.”
Immerman: Revolut has reached 40% ROE, surpassing Nubank
“And that has resulted in Revolut already having, like, 40% ROEs, which are higher than a new bank.”
Immerman: Larry Page will be the world's second trillionaire
“Would probably put my money today on Larry Page quarter trillion. Google, Google, or should say Alphabet has like woken up. They own, you know, close to a hundred percent of search. They own a hundred percent of deep mind. They own like mid teens percentage of…”
Immerman: 10% of consumers name ChatGPT as primary search engine
“10% of consumers, they're now referring to ChatGPT as their search engine of choice.”
Immerman: Perplexity search queries are growing 25% to 30% monthly
“Perplexity, queries are growing 25 to 30% month over month.”
Immerman: Perplexity average query length is 10-11 words vs Google's 2-3
“The average query on perplexity is 10 to 11 words. The average search on Google is two to three keywords.”
Immerman: 60% of consumers used chatbots for recent purchase decisions
“And I saw a survey last week that 60% of consumers for purchase decisions in the last 30 days used a chatbot.”
Immerman: Next wave of AI search will be winner-take-most
“It does not surprise me that the last wave or the next wave will result in a winner-take-most dynamic.”
The other half of the tape: Alex Immerman's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →
Who brings them up most Molly O'Shea 1
Every mention by year
tap a year for its mentions
Sourcery 1
One line per show, most statements first. The link opens Alex's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 a16zLEDGER | General Partner, Andreessen Horowitz | 4 | 35 | 86% 12/14 | full record on the a16z Podcast → |
| SOURCERYLEDGER | General Partner, Andreessen Horowitz | 1 | 27 | 67% 8/12 | full record on Sourcery → |