Rosa Del Mar

Daily Brief

Issue 11 2026-01-11

Launch Engine Video First Asset Stack And Algorithmic Distribution

  • ElevenLabs executes launch distribution via aggressive cross-posting plus an internal Slack channel that coordinates employee engagement to amplify launch-day reach.
  • ElevenLabs estimates that roughly 60–70% of its core engineering code is now AI-written, while research engineering avoids AI-generated code due to sensitivity and proprietary model value.
  • Treating 'enterprise' as a single target segment is unhelpful; defining actual buyer personas is necessary.

Venture Platform Org Design And Decision Flow

  • At Andreessen Horowitz, deal ownership across funds is mostly resolved by matching a company's primary go-to-market and technical profile to a specific specialized fund.
  • Andreessen Horowitz invested in Coinbase before it had a dedicated crypto fund and later created a crypto fund after concluding crypto was a distinct and large market.
  • Ben Horowitz argues bubbles form when consensus believes prices cannot fall and claims that widespread current discussion of an AI bubble implies the market is not yet in the psychologically most dangerous phase.