The a16z Show · Monday, October 26, 2026
James Sun revealed that OpenAI has witnessed week-over-week growth comparable to Y Combinator levels after integrating browser use into existing agentic products. He mentioned that the next big inflection point for the company will be scaling cloud-based computing capabilities for mobile users.
“Over kind of the last few months, because the model capabilities have gotten better, we've now incorporated browser and browser use into kind of all of our existing products where there was already agentic usage. We've just seen... It's like YC level of growth week over week.”
“And I think this next big inflection point is cloud. How do we... Desktop is still very much a power user thing.”