Moore is hesitant to invest in horizontal AI like email or docs
Olivia Moore · AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore · Mar 12, 2026 · at 12:14
Olivia Moore (Partner at Andreessen Horowitz) explains her investment framework regarding which software categories face severe platform risk from incumbents and foundation model makers.
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“I personally as a consumer investor have more hesitation around things that are incredibly horizontal, like to your point about this is where the chatbot companies might have a right to win, or even this is where a Google might have a right to win. As they have so much distribution, both consumer and enterprise, and they own so much of your data already. So that's why I personally have been less excited about like the AI email, AI calendar, AI docs, those categories.”
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