“Fast forward to today, the enterprise business has customers like Meta and Salesforce and Deutsche Telekom. They announced Revolut last week. These are massive companies that are building agents on top of their platform.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Alex Immerman
AssertionNot checkable as stated
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.”
Alex ImmermanMar 13, 2026▶ 13:36Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
AssertionPartly supported
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.”
Alex ImmermanMar 13, 2026▶ 26:26Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
AssertionSupported
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.”
Alex ImmermanMar 13, 2026▶ 4:22Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
PredictionOpen · timeframe Mar 2031
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.”
Alex ImmermanMar 13, 2026▶ 9:53Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
PredictionOpen · timeframe Mar 2036
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.”
Alex ImmermanMar 13, 2026▶ 40:48Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
AssertionNot checkable as stated
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.”
Alex ImmermanMar 13, 2026▶ 46:04Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
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