Executive Summary
A16Z partners documented companies achieving zero-to-$100 million revenue in 12-24 months, a growth velocity never seen in traditional software. Alex Rampell identified three defensible AI application categories: traditional software going AI-native (greenfield opportunities), software replacing labor (expanding addressable market beyond software spend), and proprietary data moats enhanced by AI delivery. The critical insight is that AI enables value creation at price points previously uneconomi...
Key Investment Opportunity
AI-Native Software Categories
Greenfield opportunities in traditional software categories where AI-native solutions capture new company formation and inflection point upgrades
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