Frank Chen, Andreessen Horowitz:
Not having state-of-the-art AI techniques powering their software would be like not having a relational database in their tech stack in 1980 or not having a rich Windows client in 1987 or not having a Web-based front end in 1995 or not being cloud native in 2004 or not having a mobile app in 2009. In other words, in a small handful of years, software without AI will be unthinkable.
So ambitious founders will need to invest some other way to differentiate themselves from the crowd — and investors will be looking for other ways to decide whether to fund a startup. And investors will stop looking for AI-powered startups in exactly the same way they don’t look for database-inside or cloud-native or mobile-first startups anymore. All those things are just assumed.
It’s remarkable how fast you find yourself with shifting baselines.