The a16z AI Apps team outlines how they are thinking about the AI application cycle and why they believe it represents the largest and fastest product shift in software to date. The conversation places AI in the context of prior platform waves, from PCs to cloud to mobile, and examines where adoption is already translating into real enterprise usage and revenue. They walk through three core investment themes: existing software categories becoming AI-native, new categories where software directly replaces labor, and applications built around proprietary data and closed-loop workflows. Using portfolio examples, the discussion shows how these models play out in practice and why defensibility, workflow ownership, and data moats matter more than novelty as AI applications scale.
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- The Top 100 Gen AI Consumer Apps Olivia Moore and Anish Acharya
- Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next Alex Rampell, Erik Torenberg, and Mike Cannon-Brookes
- Investing in Ease Daisy Wolf, Anish Acharya, and Eva Steinman
- Every Building You’ve Ever Been In Was Designed By Software Built in 1997 Joe Schmidt, David Haber, Caroline Goggins, and Zabie Elmgren
- Investing in Glimpse Joe Schmidt and David Haber
- The Top 100 Gen AI Consumer Apps Olivia Moore and Anish Acharya
- Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next Alex Rampell, Erik Torenberg, and Mike Cannon-Brookes
- Investing in Ease Daisy Wolf, Anish Acharya, and Eva Steinman
- Every Building You’ve Ever Been In Was Designed By Software Built in 1997 Joe Schmidt, David Haber, Caroline Goggins, and Zabie Elmgren
- Investing in Glimpse Joe Schmidt and David Haber
- The Top 100 Gen AI Consumer Apps Olivia Moore and Anish Acharya
- Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next Alex Rampell, Erik Torenberg, and Mike Cannon-Brookes
- Investing in Ease Daisy Wolf, Anish Acharya, and Eva Steinman
- Every Building You’ve Ever Been In Was Designed By Software Built in 1997 Joe Schmidt, David Haber, Caroline Goggins, and Zabie Elmgren
- Investing in Glimpse Joe Schmidt and David Haber
- The Top 100 Gen AI Consumer Apps Olivia Moore and Anish Acharya
- Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next Alex Rampell, Erik Torenberg, and Mike Cannon-Brookes
- Investing in Ease Daisy Wolf, Anish Acharya, and Eva Steinman
The a16z Show discusses the most important ideas within technology with the people building it. Each episode aims to put listeners ahead of the curve, covering topics like AI, energy, genomics, space, and more.
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