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 · last 12 months

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

Appearances

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

I mean, I want to say that segment possibly has the fastest revenue growth of any startup sector we've seen in the history of startups.

Which is again an incredible statement.

So I think this is sort of currently the vanguard, right?

And everybody's aware of it.

We're seeing billion dollar, you know, no uh acquires or takeover offers.

So that's that's an incredibly vibrant sector.

Now which one is next?

That's a really good question.

I think at this point it's very hard to speculate about the end state.

But if if you let's assume you've seen the first email, no,

But

look at the first email sent over the internet, right, you can sort of predict that probably we'll have websites and these things.

Maybe if if you're good, you can, right?

But you know, as saying like, hey, the net effect of this is that everybody can rent out their house and compete with hotels and there's going to be the biggest hotel company on the planet.

You'll be like, well, that's a little far-fetched.

But now we have Airbnb, right?

So so these secondary effects I think are really hard to guess.

My current hypothesis is I think we'll still have software developers.

I think they're not going anywhere.

Yeah.

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