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An Investment Thesis: Help Software Digest the World
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An Investment Thesis: Help Software Digest the World

Today: We all know the idea of “software eating the world”. Can we develop digestive pills to facilitate that process?

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Nicolas Colin
Mar 25, 2021
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An Investment Thesis: Help Software Digest the World
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Credit: Michele Blackwell

The Agenda 👇

  • Software eating the world is the mother of all paradigm shifts

  • All software companies follow the same direction, but some go further than others

  • Facilitating software eating the world requires dealing with regulations and tangibility

  • Three examples: Apple and the iPhone; Tesla and electric vehicles; Satoshi Nakamoto

  • Expect more investors to walk into Andreessen Horowitz’s footsteps in the future

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