Apps

topic on 20 shows · 47 statements across 42 episodes

Acquired the Y Combinator Startup Podcast Startup Acquisition Stories More or Less Masters of Scale Lenny's Podcast the Neon Show No Priors Starter Story the Startup Ideas Podcast Invest Like the Best A Product Market Fit Show Top Founders the MAD Podcast How I Built This the a16z Podcast Big Technology All-In TBPN 20VC

46 statements about Apps, every show

a16z Prediction Not checkable as stated
Sinofsky: The industry is on the cusp of a vertical AI application wave
“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 complai…”
Steven Sinofsky Aug 25, 2026 ▶ 43:43 How AI Changes the Economics of Innovation
20VC Prediction Not checkable as stated
O'Driscoll: Massive AI infrastructure spending will require paying applications eventually
“Some point, the people spending a trillion dollars a year are gonna want some apps to pay for all this.”
Rory O'Driscoll Jul 23, 2026 ▶ 0:42 Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
INVEST LIKE THE BEST Prediction Open · timeframe Jun 2033
Khosrowshahi: Apps will still exist in seven years for visual communication
“I think you're gonna have apps, because there are certain circumstances, many circumstances, where the communication back to you is much more efficient in the written word or in pictures.”
Dara Khosrowshahi Jun 3, 2026 ▶ 54:59 Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
INVEST LIKE THE BEST Prediction Not checkable as stated
Khosrowshahi: Inbound software interactions will shift from apps to unstructured AI
“So I think the inbound interaction Is going to move more and more away from apps. I think people are going to use apps, but the inbound interaction is going to be much more unstructured, and AI makes it possible.”
Dara Khosrowshahi Jun 3, 2026 ▶ 55:13 Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
LENNY'S PODCAST Prediction Not checkable as stated
Evans: AI Model Providers Will Lack Pricing Power and Become Commodities
“And so it does sort of seem to me that like, if the chatbot isn't the UX and it needs to be apps and the model companies aren't going to build that. And the models themselves are basically commodities, as, at least as you can see them as users, then why would …”
Benedict Evans May 31, 2026 ▶ 35:48 The most rational take on AI you’ll hear this year
Pat Walls says the future of app building is distribution, not features
“This is the future of building apps. It's not about the features that you build. It's not about, you know, using AI to code it up. It's about distribution.”
Pat Walls May 17, 2026 ▶ 11:46 My Two Apps Make $150K/Month Each
TBPN Prediction Not checkable as stated
Chesky: Future Software Will Be UI-Rich Agents, Not Text Apps
“I think the future are not apps, the future agents, but I don't think they're going to be text forward. I think they're going to be really rich user interface.”
Brian Chesky May 8, 2026 ▶ 9:04 Airbnb CEO on Why AI Will Create a New Era of Consumer Products
INVEST LIKE THE BEST Prediction Not checkable as stated
Chesky: AI agents will completely replace software apps in the future.
“I don't think there will be apps in the future. I think there will be agents. So, like, if we're attached to apps, I don't think there will be apps, so we better, like, let go of that.”
Brian Chesky May 5, 2026 ▶ 1:03:20 How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
STARTUP IDEAS Prediction Not checkable as stated
Gaskill: People will stop using SaaS apps directly in favor of AI operating systems
“I think that everyone's gonna have, like, an AI operating system they work in, and everyone will just have personal agents and agents to manage each department of their company, and people won't actually use these apps anymore.”
Remy Gaskill Mar 17, 2026 ▶ 35:22 Building AI Agents that actually work (Full Course)
Y COMBINATOR Prediction Not checkable as stated
Steinberger: 80% of consumer apps will disappear due to AI agents
“I think 80% of them are going away.”
Peter Steinberger Feb 7, 2026 ▶ 10:42 OpenClaw Creator: Why 80% Of Apps Will Disappear · Y Combinator
Y COMBINATOR Prediction Not checkable as stated
Steinberger: Only apps with physical sensors may survive displacement by AI
“Only the apps that actually have sensors, maybe they survive.”
Peter Steinberger Feb 7, 2026 ▶ 11:37 OpenClaw Creator: Why 80% Of Apps Will Disappear · Y Combinator
Framing AI agents as the future and apps as the past is mistaken
“It's very similar to what's happening right now with apps and agents. How do you bring apps and agents together as opposed to just talk about the future, which is agents, and the past, which is apps. You know, there was a time when SQL was being looked at in t…”
Dheeraj Pandey Nov 3, 2025 ▶ 3:22 He built a $20B public company, left—then raised a $100M Series A. | Dheeraj Pandey, Founder of N... · PMF Show
Atiyeh: Ramp focuses on minimizing time users spend in the app
“Design obsession has helped us a lot and just polishing every single interaction, making sure that we only ask questions that are absolutely necessary, that we can pre-fill any form that can be pre-filled so that you have As little work to do as a user of the …”
Karim Atiyeh Oct 21, 2025 ▶ 8:57 The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
NO PRIORS Prediction Not checkable as stated
Arora: Software faces a disruptive phase where many apps are rewritten
“I think before we go back to that stable world where these business models have transformed, we're going to go through a very disruptive phase where a lot of these apps will be rewritten.”
Nikesh Arora Oct 2, 2025 ▶ 6:48 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
STARTUP IDEAS Prediction Not checkable as stated
Isenberg: Websites, apps, and digital avatars will talk back to users
“Like, websites are gonna talk back to you. Apps are gonna talk back to you. You're gonna have digital avatars that are gonna talk back to you. And this is, like, for better and for worse.”
Greg Isenberg Jul 23, 2025 ▶ 36:11 The 6 Best AI Agency Niches to Make $50K/mo (Data-Backed)
Isenberg: Users reject soulless minimalist design for fun, calm, intelligent brands
“People don't want apps that are black and white anymore. You know, soulless, like, brands anymore. They want fun brands. They want calm. And then intelligence, finally, intelligence”
Greg Isenberg Jun 4, 2025 ▶ 18:14 Building AI Apps: From Idea to Viral in 30 Days
ACQUIRED Insight
Ballmer: Platforms must build the top first-party app to succeed
“Platforms need apps. You want to have the top first party app that runs on your platform. Otherwise your platform can't get good.”
Steve Ballmer Jun 2, 2025 ▶ 52:41 The Steve Ballmer Interview · Acquired
Howell: Build 50 Apps and Iterate Constantly to Master AI Development
“I would say go make, like, 50 apps. Just, like, keep iterating. Don't get stuck on one. Like, that's my advice is to If you have an idea, try to make it three different ways and then move on to the next idea and you'll get really good at using all these tools …”
Billy Howell Apr 18, 2025 ▶ 1:03:01 We Vibe Code a $30K/month SaaS App in 64 Minutes (Replit)
20VC Prediction Not checkable as stated
Lazarte: Consumers will soon blindly follow instructions given by AI apps
“I think this thing that will happen quite soon is, like, we're gonna have an app, and like, you're gonna wake up, and you're gonna look at your app, and you're gonna read what it says, and you're just gonna do it. Like, the app will tell us, like, go do this. …”
Victor Lazarte Apr 14, 2025 ▶ 47:35 Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
MORE OR LESS Assertion Not checkable as stated
Lessin: Meme coin launch drove tens of thousands of app downloads
“There's also like this drove like tens of thousands of downloads of the app and trying the app.”
Sam Lessin Feb 7, 2025 ▶ 12:37 #85: The $250M Meme Coin Experiment · More or Less Podcast
a16z Insight
Sinofsky: Building first-party apps is key to creating great software platforms
“Because the best feedback loop to build a great platform for other people to use is to be building apps.”
Steven Sinofsky Feb 6, 2025 ▶ 42:00 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
a16z Prediction Not checkable as stated
Sinofsky: AI TAM will grow 100x, with revenue captured primarily by applications
“And so I think that that the TAM is going to be a hundred X. It's going to be every endpoint. The revenue is going to come from the apps side of it, and then there'll be a developer side of it. It'll just be a different pricing model for different sets of scen…”
Steven Sinofsky Feb 6, 2025 ▶ 42:41 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
BIG TECHNOLOGY Prediction Not checkable as stated
Rhee: Mobile apps will not disappear because companies will not unify
“Actually, I don't agree that apps will disappear, and here's why. If you have a four, let's say you have a 30 different apps, in theory, you don't need 30 apps. You need, maybe, if all these vendors and companies work together for one single app, that can do e…”
Sokwoo Rhee Jan 13, 2025 ▶ 17:15 The Future of AI and Entrepreneurship, According Two Leading Innovators
Choi: Poker players are probably the best sports and gaming app customers
“When you think about it, poker players are probably the best customer that you can have when it comes to like sports and, you know, games and people who would use apps.”
Joseph Choi Nov 13, 2024 ▶ 29:11 How to build a $1M+ Consumer SaaS App (step-by-step guide)
Isenberg: AI characters are the new apps, creating a massive opportunity
“I think that if you think of characters as the new apps, Then there's a huge opportunity, and not many people are talking about this, around just ideating on characters, figuring out what's gonna work, and launching them.”
Greg Isenberg Oct 1, 2024 ▶ 13:00 Create an AI Voice Character app only using AI in less than 40 min (Cursor, Next.js, Daily Bots)
ALL-IN Prediction Not checkable as stated
Arora predicts 5 million apps will become AI agents within 10 years
“I think five million apps will be redesigned in the next 10 years. They all become agents.”
Nikesh Arora Sep 23, 2024 ▶ 28:00 Nikesh Arora | All-In Summit 2024
Sam Lessin: OS platforms must enforce parental controls over individual apps
“The idea that you have a bunch of apps come together on some standard around parental controls just seems way more complicated and less successful than just having the actual platforms do it.”
Sam Lessin Sep 20, 2024 ▶ 16:40 #65: Instagram, YouTube and the Kids · More or Less Podcast
STARTUP IDEAS Prediction Not checkable as stated
Isenberg: App opening and closing hours are the future of the internet
“One of the things that you're saying, which I think is really the future of the internet is Adding opening hours and closed hours to apps.”
Greg Isenberg Sep 9, 2024 ▶ 14:37 The ultimate guide to product building with the man who changed software
MAD Insight
Douetteau: Enterprises must treat AI and analytics pipelines as long-term IP assets
“The way I see it, enterprise need to see analytic pipelines, ML pipelines, and their apps as assets themselves. Like, IP assets they have to manage over the course of one, two, five, 10 years.”
Florian Douetteau Mar 20, 2024 ▶ 25:21 2024 will be the year of ENTERPRISE AI | Florian Douetteau, CEO of Dataiku
HOW I BUILT THIS Prediction Not checkable as stated
Bongiorno: The traditional concept of a software app will disappear
“The traditional idea of what an app is, is, is effectively gonna disappear and it kind of already has.”
Bethany Bongiorno Mar 14, 2024 ▶ 42:12 AI that can be your second brain with Bethany Bongiorno and Imran Chaudhri of Humane
NEON SHOW Assertion Not checkable as stated
BigBasket's Web-To-App Revenue Mix Flipped 80/20 In One Year
“Till about 1617 80% of our business used to come from our website. 20% used to come from apps. And within a year, it went to exactly the reverse.”
V.S. Sudhakar Oct 6, 2023 ▶ 13:08 Did Jio SAVE India, Bharat's BIGGEST FLAWS & Helping Indian Farmers | BigBasket Founder on Neon Show
ALL-IN Prediction Not checkable as stated
Friedberg: Software developers will build in-stream AI plugins instead of apps
“Like we used to write websites, then we wrote apps, and now we're going to write these kind of in-stream services, these plugins.”
David Friedberg Sep 29, 2023 ▶ 1:20:10 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
20VC Assertion Supported
The Average Consumer Installs Zero New Apps Per Month
“The median number of new apps, I read this somewhere, installed a month, is zero for the average person.”
Adam Mosseri Jul 24, 2023 ▶ 40:20 Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
ACQUISITION STORIES Prediction Not checkable as stated
Drury: More Shopify stores will close, affecting ecosystem apps
“And I think we're going to see a change in the merchant behavior on Shopify, which will of course have a trickle down effect into the apps. I think we're going to see a lot more stores closing, sadly.”
Laura Lynn Drury Jul 6, 2022 ▶ 20:18 Startup Acquisition Stories with Lauralynn Drury - VP of Experience, StayTuned Digital
NEON SHOW Prediction Not checkable as stated
Messaging-based chatbots will replace many standalone apps
“A lot of apps will get actually replaced by messaging based chatbots and so on.”
Beerud Sheth Nov 30, 2020 ▶ 36:41 Beerud Sheth on building Elance (nowUpwork) & Gupshup
a16z Prediction Partly held up
Dalio: Planning an app to crowdsource and vote on decision-making principles
“What I'm planning to do is to get the best principles from everybody and then make that all available on an app in which then people can then vote up what are the best principles for that particular thing that they're encountering, and so then when that thing …”
Ray Dalio Jan 2, 2019 ▶ 49:20 a16z Podcast | Principles and Algorithms for Work and Life
a16z Opinion
Attar: Humanitarian aid apps and tech innovation hype are largely meaningless
“The word innovation or, you know, apps Yes, for humanitarian aid have become almost meaningless because everybody thinks that they can create an app and it's going to solve the problem, or we can paste the word innovation on anything, and that basically become…”
Lena Sergi Attar Jan 2, 2019 ▶ 22:12 a16z Podcast | Mobility and the Global Refugee Crisis
a16z Prediction Not checkable as stated
Evans: Installing a mobile app will lose meaning within five years
“If I was to say I installed an app on my smartphone in five years time, I don't quite know what that word would mean.”
Benedict Evans Jan 2, 2019 ▶ 12:58 a16z Podcast | Apple and the Widgetification of Everything
a16z Insight
Evans: Consumers resist retail apps because companies overvalue their own importance
“You are the most important thing in a corporation's life, but the corporation is not the most important thing in your life. And so they want you to have the app, but that doesn't mean you want the app.”
Benedict Evans Jan 2, 2019 ▶ 15:17 a16z Podcast | Location, Location, Location -- and Mobile
a16z Insight
Evans: OS Context Layers Bypass Mobile's App-Installation Bottleneck
“That's how you solve the binary problem of the app is installed or it's not installed, because you've got this intermediate layer where content can show up that doesn't have to be the app.”
Benedict Evans Jan 2, 2019 ▶ 15:57 a16z Podcast | Location, Location, Location -- and Mobile
a16z Opinion
Evans: Apple Pay is more transformative for in-app purchases than retail
“To me, I've always thought Apple Pay was more interesting in apps than at point of sale, because you go into a store, you pull something out of your pocket, you put it on a thing, and you do a thing, and whether it's a phone or a card, I mean, this is what peo…”
Benedict Evans Jan 2, 2019 ▶ 25:40 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
a16z Insight
Evans: Mobile websites, apps, and notifications cycle endlessly into one another
“Every, every website attempts to expand until you can turn, get people to install an app. And then every app attempts to expand until you can send notifications. And then every notification expands until it becomes an app.”
Benedict Evans Jan 2, 2019 ▶ 15:50 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
a16z Assertion Supported
Sinofsky: Most consumers regularly use only seven apps on phones and PCs
“Most everybody is going to just use about seven apps on their phone. And the same holds for PCs.”
Steven Sinofsky Jan 2, 2019 ▶ 10:53 a16z Podcast | The Topic That's Lasted the Entire History of Computing -- Bundling and Unbundling
a16z Disclosure
Sinofsky: Over 800,000 apps were used during the Windows 7 beta
“We did what the Windows seven launch, we talked about that there were over 800,000 apps that got used just during the beta process.”
Steven Sinofsky Jan 2, 2019 ▶ 11:00 a16z Podcast | The Topic That's Lasted the Entire History of Computing -- Bundling and Unbundling
Y COMBINATOR Assertion Supported
Mr. Money Mustache readers are developing a Mustachian Tinder dating app
“Actually, there is an app coming out made by Money Mustache Readers, and the joke is that it's going to include a mustachian Tinder feature.”
Mr. Money Mustache Sep 27, 2017 ▶ 18:28 Don't Start a Blog, Start a Cult - Mr. Money Mustache · Y Combinator
TOP FOUNDERS Assertion Partly supported
90% of mobile time is spent inside apps, primarily games
“90% of the time that all of us spend on a mobile device is in an app, and most of those apps are games.”
Mitchell Reichgut Sep 18, 2017 ▶ 4:38 786: How This Ad Tech Company Used $1m+ In Mezzanine Debt to Grow Profitably

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