🎙️ podcast Analysis December 01, 2025 a16z Podcast by Andreessen Horowitz

The $700B AI Measurement Gold Rush: Why Enterprise Analytics Will Eclipse AI Tools

Enterprise Analytics AI Measurement Infrastructure Productivity Software
Tickers
2 Picks
Conviction HIGH
Risk Profile 6.2/10 (ELEVATED RISK)
Horizon 18-36 months

Executive Summary

Enterprise America is burning $490 billion annually on AI tools that don't work. Russ Fradin, who built the measurement infrastructure that unlocked digital advertising's trillion-dollar boom, reveals the uncomfortable truth: 70% of enterprise AI projects fail because companies have no system to measure what actually works. This isn't a technology problem—it's a measurement problem. The same playbook that built ComScore into a billion-dollar empire during the Web 1.0 transition now determines wh...

Key Investment Opportunity

The Enterprise AI Measurement Infrastructure Play

Just as ComScore became essential infrastructure during the internet advertising boom, companies providing AI measurement and governance will become mandatory enterprise purchases. The $700 billion enterprise AI spend creates a massive measurement market, with 70% waste rates indicating urgent need ...

...and 1 more investment opportunities

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