Prediction certainty 3/5 debate potential 2/5

Sinofsky: The industry is on the cusp of a vertical AI application wave

Steven Sinofsky · How AI Changes the Economics of Innovation · Aug 25, 2026 · at 43:43

Steven Sinofsky, a16z Board Partner and former Microsoft executive, discusses how AI enables domain experts to build software without large engineering teams.

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“We're really on the cusp of a wave of apps. And like the fact that now you can apply capital without also being a recruiter for 10 years and have output, now all of the world that's unserved by software, which is literally all of it, like everybody who complains about whether it's medical records or scheduling to go to a doctor or, my favorite are lawyers.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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