Where We Are in the AI Cycle

In this episode of the a16z Podcast, Anish Acharya and Steven Sinofsky discuss Andre Karpathy's talk on the changing landscape of software development due to AI, comparing the current AI platform cycle to the early days of personal computing. They explore the concepts of "vibe coding" versus "vibe writing," the implications of partial autonomy and jagged intelligence in AI tools, and the challenges of automating tasks that require human judgment, using examples from financial services and medicine. The conversation touches on the role of product managers in addressing ambiguity and the potential for AI-generated content, while also examining Google's recent I/O event and its broader platform strategy, emphasizing the importance of adapting product-building approaches in the face of technological disruption.