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?

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