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Andreessen Horowitz

In Other News: Platforms - October, 2025

Oct 2, 2025

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Silver Lake

Oracle

TikTok

Alphabet

Andreessen Horowitz

Platforms

AI Bubble Watch

Despite massive VC investment, many AI startups are struggling to deliver returns, with valuations skyrocketing even as most projects fail to generate meaningful revenue and the costs of model training and inference rise. Experts are cautioning that the market may be more overvalued than in the dot-com era.

Oct 1, 2025

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Thinking Machines Lab

Anthropic

xAI

OpenAI

Artificial Intelligence

Andreessen Horowitz

United States

Material Tech

Material Tech equips investors with an integrated materiality analysis of the latest developments in digital and emerging technologies. Stay ahead of risks and opportunities with data-driven insights, deep dives, and expert perspectives.

The Material Tech Newsletter is a publication of Open Media and Information Companies Initiative (Open MIC), a non-profit working to foster greater corporate accountability in the deployment and use of digital technologies.

To learn more about Open MIC, visit us on the web.

© 2025 Open Media and Information Companies Initiative.

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