a16zPodcast

The Post-SaaS Architecture: AI, Infrastructure, and the End of Code Moats

5 min read·saves 24 min vs the 29-min Podcast
Featuring Ben HorowitzListen to the full episode
The takeaway

The 'laws of physics' in software have changed: money can now buy development speed, and data/UI moats are dissolving, forcing a shift toward specialized physical infrastructure and agentic service ecosystems.

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