AI is Eating Software – And Most Investors are Missing It (JWP94)

In 2011, Marc Andreessen famously said “Software is eating the world.” Today, AI is eating software. I explore what this means for investors and entrepreneurs, the future of investing in hardware vs software, how AI will lead to one man companies, and how money printing is warping reality.

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 & 𝐑𝐄𝐒𝐎𝐔𝐑𝐂𝐄𝐒:

https://docs.google.com/document/d/1oHaOWJId-xIBfQBHAwLuk3mw9xUQJ1nLbHeakisqzA0/edit?usp=sharing

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒:

0:00 – Investing in Hardware vs Software

2:25 – The Angel Investing Playbook

5:08 – Is AI Eating Software?

11:21 – How AI Makes You a One-Man Team

14:51 – Money Printing is Warping Reality

20:00 – Matter vs Form

28:17 – Beating the Bitcoin Hurdle Rate

30:25 – Why Physical Products Win When Sold Digitally

32:41 – When Money Dies, Benjamin Roth’s Diary & The Great Taking

34:51 – Skate Where the Puck is Going

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