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 · What Is an AI Agent? · 22 May 2025 podcast

Or or maybe even your email inbox? matched

Usually matched

If you introduce a brand new product category, right, you often initially put a pricing the prices against the status quo, right? matched

Whatever you replace, uh augment in some cases. matched

But let's assume we have a a direct replacement, right? matched

So that's I think where this idea from oh. matched

This replaces a human, which it doesn't. matched

And but if it would, right, then you could charge a, you know, X amount for it. matched

Usually over time competition kicks in, right, and you effectively price by matched

how much your competitors are charging. matched

Right. matched

And you start sort of in an erosion. matched

Then it depends on many things like how much of a mode do you have? matched

Do you have customer lock in, right? matched

And so on. matched

Long term. matched

converge against the marginalized marginal cost of production, right? matched

Which matched

I mean, look, if I look at most agents today it's probably very low, right? matched

Any agent you can purely model in software. matched

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