Kimberly Tan is an Investing Partner at Andreessen Horowitz, focused on early-stage enterprise and applied AI, with investments including Decagon, Prepared, Mem, and Sola.
In this conversation, Kimberly breaks down why building AI is a different game, and the companies that prove it:
– Building: the AI products that win aren’t the best demos, they’re the ones that go to the customer and forward-deploy. She saw it early in Prepared, which knew the 911 market better than anyone and was acquired by Axon for $640M.
– Selling: enterprises don’t buy AI on promise, they buy proven ROI. That’s how Decagon, which she backed before it even had a name, grew into a $1.5B company.
– Automation: AI won’t do everything, and the winners know where a human stays in the loop, like Sola, her bet on automating the back office without taking people out of it.
Enjoying our video? Now find us in our magazine. → https://www.eomag.io/?utm_source=youtube&utm_medium=description&utm_campaign=midroll
00:00 Intro
02:27 Build Your Moat at the Customer’s Desk
07:24 Meet EO Magazine
08:02 Don’t Sell AI, Sell Proven ROI
11:23 Know Where Automation Should Stop
13:48 On Your Side, Not on Your Back
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