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?

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