Guido Appenzeller

speaker

1,314 appearances 8 recordings 1 series first heard May 2025 last heard 15 Jul

Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

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The a16z Show · The $3 Trillion AI Coding Opportunity · 9 Dec 2025 podcast

this effects.

But if you just take the three trillion dollar figure, that's about the GDP of France.

So the claim we're making here, as crazy as it sounds, is that we're saying

The entire population of the seventh or eighth, I think, largest economy on the planet generates about as much value as a couple of startups that are reshaping the AI software development ecosystem plus the LLMs underneath.

That's right.

Yeah.

So we've

Software has disrupted everything in the world.

And now software itself is getting massively disrupted.

I think the answer is complex.

And and very frankly, it's so early, I think, in this AI revolution, we don't have the full answer yet.

Right.

But I mean, we have our little stack, our little software development lifecycle post AI in the blog post.

And I think the biggest learning from that is probably that every single part of it is getting disrupted.

It's not that there's just somebody writing code like your classical developer is being disrupted, but everybody along the value chain

getting disrupted.

So I think, well, we've seen the biggest growth, I think it's safe to say, in the classic sort of coding, IDE integrated coding assistance or more agente coding assistance, right?

The cursors and Devons and GitHub co-pilots and cloud codes of the world, right?

I think that's where we see the most traction.

But we've seen incredible revenue growth.

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