Adam D'Angelo: Network effects play a smaller role in AI than Web 2.0
Adam D'Angelo · Amjad Masad & Adam D’Angelo: How Far Are We From AGI? · Nov 7, 2025 · at 36:27
Adam D'Angelo, CEO of Quora and Poe, compares the competitive defensibility of Web 2.0 companies against current AI market dynamics on the a16z Podcast.
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“I think network effects are playing much less of a role now than they did in the web two era also, and that, that makes it easier for competitors to get started. There's still a scale advantage because, you know, if you have more users, you can get more data. If you have more users, you can raise more capital, but that advantage is not, it doesn't make it absolutely impossible for A competitor of smaller scale. It makes it hard, but it's, there, there's definitely, like, room for more winners than there was before.”
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