a16z: the new business of AI-powered software
Related to Software 2.0: Martin Casado and Matt Bornstein at venture capital firm Andreessen Horowitz wrote about the new business of AI-powered software and how it’s different from traditional software-as-a-service companies: margins are lower, there’s a bigger services component, and it’s harder to create a defensible moat. Luckily they end with a set of tips.