Executive Summary
Three a16z General Partners just revealed why 19 out of 20 AI startups will die—and why the survivor might charge $20,000 for what used to cost $20. The counterintuitive reality: the same force creating infinite competition is also creating trillion-dollar opportunities in places nobody's looking. David Haber and Alex Rampell's 'janitorial services paradox' explains why the most boring software becomes most defensible. While everyone obsesses over OpenAI competing with sexy applications, the rea...
Key Investment Opportunity
The Spatial Computing Infrastructure Play
Unity operates in the perfect Goldilocks zone identified by a16z partners—too specialized for OpenAI to build, too critical for the spatial intelligence future to ignore. As AI evolves from text to 3D environments, Unity's development platform becomes essential infrastructure. The company generates ...
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