In this a16z Consumer Pod episode, Anish Acharya and Chris Dixon discuss the power and history of consumer networks, the forces that shape their growth, and the implications for founders building in the age of AI. They explore exponential forces in tech like Moore's Law, composability, and network effects, and how these forces can overwhelm tactical product decisions. They discuss the "come for the tool, stay for the network" strategy, the increasing sophistication of large networks in preventing bootstrapping, and the potential for AI tools to build defensible moats through brand, high NPS, and strong user engagement. The conversation also covers investing in movements, the decentralizing force of vibe coding, the consolidation of the internet, and the importance of open-source AI. Finally, they touch on the shift from skeuomorphic to native AI technologies and the potential for new mediums to emerge.
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