Sarah Wang is a growth-stage investor at Andreessen Horowitz who specializes in AI, enterprise applications, and infrastructure companies, leading investments in Character.ai, Wiz, Hex, and others while working closely with the firm's stakes in OpenAI, Databricks, and Figma. She's recognized internally for her ability to distill complex growth investments down to the 3-5 questions that truly matter, combining rigorous downside assessment with upside imagination, and serves as a go-to thought partner for founders navigating unit economics, cloud costs, and scaling challenges.

• Tracking enterprise AI adoption trends and model wars. She closely monitors which providers are winning specific corporate verticals, noting via survey data that while Microsoft and OpenAI dominate general enterprise chat, Anthropic has managed to capture a lead in software development and data analysis use cases.
• A focus on the transition from passive software to dynamic AI agents. She predicts that agents will eventually replace legacy systems of record by independently executing tasks, citing how platforms like DecagonAI are already automating complex customer experience workflows for major banks and airlines.
• Enthusiasm for how AI coding tools are blurring technical boundaries. She highlights how non-engineers in roles like revenue operations are now building their own internal forecasting applications using tools like Cursor, effectively allowing engineering principles to take over other operational functions.
• Appreciation for disciplined management and operational rigor. She frequently references classic leadership principles, such as former Intel CEO Bob Swan’s advice to focus intensely on a vital few initiatives rather than trying to juggle too many trivial tasks at once.
• Prioritizing business context within data analytics. She argues that for AI to be accurate in enterprise settings, it requires deep domain knowledge, pointing to platforms like Hex that allow users to provide necessary background context so models do not return confidently wrong answers.
• Interest in the intersection of data infrastructure and AI. She praises companies that integrated these fields early, such as Databricks, noting that their long-term focus on building a unified platform for both data and artificial intelligence set them apart from competitors who only focused on one aspect.