Archive - a16z Growth Newsletter

Anatomy of an enterprise platform company

Everyone *says* they’re building a platform company, but the proof is in the P&L.

Oct 2, 2025 • Sarah Wang and Justin Kahl

September 2025

AI will supercharge modelbusters.

How model improvements and declining costs can turn massive CapEx investment into a new generation of outperformers

Sep 3, 2025

August 2025

Why winners win

What makes a breakout company, and how to tell if you’re on track to build one

Aug 5, 2025

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