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69% of the S&P 500 now point to a live AI deployment, but only 2% disclose a metric they track over time. In the same month, one engineer shipped 2,500 pull requests to production, and what made it work wasn’t the model, it was verification.
I sat down with my co-founder Jonathan to break down a16z’s latest state of the markets report and what the numbers actually mean for people building with AI. Agents now burning more tokens than humans, why the SaaS apocalypse turned into a prove-it era, the 19% vs 3% skills gap between frontier and typical firms, and a walkthrough of Lauren Tan’s verification-first playbook and how we applied it to our own codebase.
If you’re an AI builder or a tech exec who’s shipping AI but can’t prove it’s working, you need to watch this.
Hosted by Robert Ta and Jonathan McCoy, co-founders of Clarity, reporting from the front lines of building an AI company.