simon mo

T2 · manager / operator
2 calls·2 names·100% bull·last heard 7 months ago·a16z
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
1stmedium conviction
$AMZNAmazon

Amazon deploys VLM at massive scale for Rufus shopping assistant

Amazon runs VLM globally to power Rufus, their front-page AI shopping assistant, validating VLM as production-ready inference infrastructure at massive scale.

a16z2026-01
2ndmedium conviction
$CHARACTER-AICharacter AI

Character AI adopts cutting-edge VLM features at hundreds of GPUs scale

Character AI deployed VLM's speculative decoding feature to hundreds of GPUs while it was still a single unmerged pull request, demonstrating extreme velocity of open source adoption by frontier AI companies.

a16z2026-01

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2 total
$AMZN
···
Amazon
MEDsimon mo·a16z·7 months ago
Amazon deploys VLM at massive scale for Rufus shopping assistant
Amazon runs VLM globally to power Rufus, their front-page AI shopping assistant, validating VLM as production-ready inference infrastructure at massive scale.
"Amazon is running VM to power their Rufus assistant bot... when everybody when they're opening Amazon app and clicking the bots suggestion... is going through VM"
34:12
$CHARACTER-AI
Character AI
MEDsimon mo·a16z·7 months ago
Character AI adopts cutting-edge VLM features at hundreds of GPUs scale
Character AI deployed VLM's speculative decoding feature to hundreds of GPUs while it was still a single unmerged pull request, demonstrating extreme velocity of open source adoption by frontier AI companies.
"Character AI saying like oh actually we already wrote it out to hundreds of GPUs at scale given just your first iteration of this feature"
35:36