What are the key takeaways from “The New Rule for Picking AI Winners | The a16z Show” on a16z?

What is this episode about?

Anthropic and OpenAI are currently adding more monthly revenue than Meta, Google, or Microsoft, despite AI diffusion into the real economy remaining under 5%. This rapid value creation, coupled with supply-side constraints on compute and power, suggests we are not in a bubble but rather at the start of a massive, long-term shift in enterprise productivity.