Executive Summary
A16z partners have identified a $3 trillion market disruption hiding in plain sight: the complete transformation of how software gets built. Their calculation is stark—30 million developers generating $100,000 each in value equals the GDP of France. But the real alpha lies in understanding that this isn't just about coding assistants replacing programmers. It's about a fundamental infrastructure shift where agents need entirely different tooling than humans. The partners reveal that legacy code ...
Key Investment Opportunity
The Agent-Native Development Infrastructure Play
Traditional development tools were designed for human workflows with low-frequency commits and manual coordination. The shift to agent-driven development creates massive infrastructure bottlenecks that require complete rebuilds. Companies like Replit are already capturing this with high-frequency co...
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