a16z|2月 17, 2026 18:21
.@braintrust is building the infrastructure for production AI. We're very excited to be backing their Series B.
CEO Ankur Goyal joined a16z's Martin Casado to cover how systems engineering stacks up against the bitter lesson, why Chinese models are gaining ground faster than spending suggests, whether AI demand will eventually saturate, and more.
00:00 Introduction
03:10 What "evals" actually mean (hypotheses and the scientific method)
07:34 AI is continuous, systems are discrete
08:29 The bitter lesson: universal function approximators vs. engineering
11:58 Engineering the harness, not the model
17:47 Chinese models: high token usage, low dollar share
20:37 Why open source models aren't dominating yet
27:08 Frontier labs, infinite capital, and scaling limits
30:38 Demand-side saturation: enterprises can't absorb better models
38:47 Bash vs. SQL for agents: "the results are comical"
@ankrgyl @martin_casado(a16z)
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