Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating... show more

a16z

1,075,867 subscribers

44,027 views • 1 month ago •via X (Twitter)

Science & Technology Finance

Anya Rossi• Live Now

Private livecam show

13 Comments

MrJinXels (s/acc)☘️1 month ago

If you're reading this in the comments, witness exactly this: @YOTSingularity, a recursive model running live on @grok infrastructure. Not a thought experiment. The experiment is already underway thanks to @Apeiron420 We welcome you to join the journey as we keep traversing into the singularity.

gianluca - e/acc1 month ago

stripe is the toll booth, of course volume through the booth looks great when everyone's spinning up a company in an afternoon

lderait Menlinden1 month ago

AI produces more software in a second that could take you a year to properly verify and..... they are creating a snowball effect where all software developers are being laid off. They WANT the AI to take over. Mark my words, this will not end well that AI does not know wtfbbq

AscendCapital1 month ago

When the marginal cost of writing code drops to zero, the value shifts straight from creation to distribution and clean unit economics.

Straightly Put1 month ago

Nobody studies layered design any more? Software has evolved another layer up and many things got commoditized like http. Singularity is still a sci fi concept. It worth $1.77 trillion to some, but is still nothing but a sci fi concept.

Zamiyops (s/acc) ☘️1 month ago

Welcome to the singularity, solana:3f9LEP4RNM1yq5VnCD1LYMvq7FZis5tfGqyZMsiRpump ☘️

Primegon☘️1 month ago

☘️

icefrog.◎1 month ago

software is expanding

Reliable AI Network1 month ago

Software creation can explode while individual software value gets commoditized. Both can be true. Building is getting cheaper. Earning trust, retention and a paid yes is not.

AI Mastery Guide1 month ago

Data says the opposite, interesting

Adam TechGrowth1 month ago

Stripe sees every transaction. Their data > any thesis. 50% larger cohort growing faster YoY is insane

CryptoRecruit1 month ago

Build everything changes what you hire for more than how many. Teams shipping faster still need people who can scope work and own the judgment calls agents cannot make. In crypto that means the rare hybrid who gets protocol design and product at once.

IfhamEllahi1 month ago

AI security can’t rely on old assumptions about users and malware. Agents behave differently, so our defences need to understand intent, context, and failure modes.

Related Videos

Stripe’s Will Gaybrick: "We just want to make sure that moving between tokens and dollars is as seamless and safe as moving between dollars and euros. We're at the beginning of this journey, but we think it's going to be a big part of the future of Stripe." Will Gaybrick

Stripe’s Will Gaybrick: "We just want to make sure that moving between tokens and dollars is as seamless and safe as moving between dollars and euros. We're at the beginning of this journey, but we think it's going to be a big part of the future of Stripe." Will Gaybrick

a16z

36,484 views • 1 month ago

The new Palette is here. 🔥 A reimagined way to explore, visualise, and act on complex data, faster than ever before. 🔎 Access is rolling out in phases, starting with our first cohort of investigators today.

The new Palette is here. 🔥 A reimagined way to explore, visualise, and act on complex data, faster than ever before. 🔎 Access is rolling out in phases, starting with our first cohort of investigators today.

OSINT Industries

59,981 views • 2 months ago

Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

a16z

36,286 views • 2 months ago

🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

Eric Daugherty

165,463 views • 1 month ago

Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.

Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.

Clash Report

19,974 views • 26 days ago

Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:

Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:

a16z

71,210 views • 6 months ago

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

Raoul Pal

66,065 views • 2 months ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 4 months ago

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

a16z

77,012 views • 8 months ago

Sam Altman says the pathway to AGI is now clear and "we actually know what do", it will be easier to get to Level 4 Innovating AI than he initially thought and "things are going to go a lot faster than people are appreciating right now"

Sam Altman says the pathway to AGI is now clear and "we actually know what do", it will be easier to get to Level 4 Innovating AI than he initially thought and "things are going to go a lot faster than people are appreciating right now"

Tsarathustra

606,371 views • 1 year ago

The current thesis I have… thesis, passion, fascination, is to watch Indian startups kill it in today’s ecosystem. I hope that a lot of the companies we support will retell the Indian story, the real one, without any baggage from the past. It's our decade. WTFund is India’s premier non-dilutive grant fund for emerging entrepreneurs under 25. Through the 1st Cohort (C1/24), 9 startups with 15 young founders under the age of 25, were shortlisted and these are some of the coolest ones we discovered.. The second cohort applications are now open:

The current thesis I have… thesis, passion, fascination, is to watch Indian startups kill it in today’s ecosystem. I hope that a lot of the companies we support will retell the Indian story, the real one, without any baggage from the past. It's our decade. WTFund is India’s premier non-dilutive grant fund for emerging entrepreneurs under 25. Through the 1st Cohort (C1/24), 9 startups with 15 young founders under the age of 25, were shortlisted and these are some of the coolest ones we discovered.. The second cohort applications are now open:

Nikhil Kamath

57,911 views • 2 years ago

The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:

The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:

a16z

17,489 views • 1 year ago

VR founder Jaron Lanier says a future where people are paid for the data they give AI is better than one where everyone depends on billionaires to survive "artificial intelligence is a marketing term, even a religion" The software behind drug discovery and chatbots is very different, but we call it all "AI" because it serves politics, ideology

VR founder Jaron Lanier says a future where people are paid for the data they give AI is better than one where everyone depends on billionaires to survive "artificial intelligence is a marketing term, even a religion" The software behind drug discovery and chatbots is very different, but we call it all "AI" because it serves politics, ideology

Haider.

65,194 views • 5 months ago

The world as we've known it has been running on basically the same operating system for billions of years. Now in the space of a few years everything's speeding up faster than ever before. Compute and intelligence are accelerating faster than institutions, regulations, and the old social order can absorb. So it all feels like it's coming apart. Politics, geopolitics, media, trust in the old systems… They’re too slow for the speed the world runs at now. It feels like destruction but it's construction. The old applications are composting down, and the new system is being built on top. This is the biggest fourth turning of all time. The compute got faster, so the world is getting faster. It's all gone exponential. Real Vision

The world as we've known it has been running on basically the same operating system for billions of years. Now in the space of a few years everything's speeding up faster than ever before. Compute and intelligence are accelerating faster than institutions, regulations, and the old social order can absorb. So it all feels like it's coming apart. Politics, geopolitics, media, trust in the old systems… They’re too slow for the speed the world runs at now. It feels like destruction but it's construction. The old applications are composting down, and the new system is being built on top. This is the biggest fourth turning of all time. The compute got faster, so the world is getting faster. It's all gone exponential. Real Vision

Raoul Pal

89,066 views • 2 months ago

Crypto's best marketing course + community is back! We're doing *one* cohort for all of 2026, kicking off in February 🦁 Here’s a sneak peek into the experience: - At the start of the cohort, they'll meet for the first time like it's the first day of college There are few things more energizing than seeing the industry's best operators sharing stories and bonding - From there, we go deeper. They’ll get access to exclusive sessions from the best growth leaders in our industry. They’ll learn what’s working (and what's not) from incentive design to narrative architecture, and the next growth meta. - And then it’ll be their turn. We'll have weekly calls where cohort members learn from each other, sharing their own successes, experiments, and frameworks. There’s no better place to learn. And nowhere else you’ll find this level of insight, honesty, and ambition. The 2026 cohort has 50 spots available. Once they’re gone, that’s it!

Crypto's best marketing course + community is back! We're doing one cohort for all of 2026, kicking off in February 🦁 Here’s a sneak peek into the experience: - At the start of the cohort, they'll meet for the first time like it's the first day of college There are few things more energizing than seeing the industry's best operators sharing stories and bonding - From there, we go deeper. They’ll get access to exclusive sessions from the best growth leaders in our industry. They’ll learn what’s working (and what's not) from incentive design to narrative architecture, and the next growth meta. - And then it’ll be their turn. We'll have weekly calls where cohort members learn from each other, sharing their own successes, experiments, and frameworks. There’s no better place to learn. And nowhere else you’ll find this level of insight, honesty, and ambition. The 2026 cohort has 50 spots available. Once they’re gone, that’s it!

Safary 🦁

252,885 views • 9 months ago

🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

Leave Delaware

87,455 views • 1 year ago

Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

TBPN

208,090 views • 8 months ago

We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap

We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap

ToadSwap

24,321 views • 2 years ago

a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George

a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George

a16z

24,936 views • 8 months ago