Andreessen Horowitz August 11, 2023
When a platform shift reshapes the technology landscape, who wins?
From mainframes to PCs, desktop to mobile, unnetworked to internet, and on-prem to cloud and SaaS, technical progress in software tends to follow Schumpeter’s creative destruction: new winners emerge with new eras. As our partners Martin Casado and Sarah Wang recently explored, this dynamic is finally starting to play out in AI. After decades of AI winters, we are finally on the precipice of a true platform shift, one that will open even more value creation for AI companies. While much of the focus has been on new use cases driven by LLMs and generative AI, the value creation will go beyond generative AI to include non-generative use cases, especially...
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