Fast-moving AI product teams beat domain experts in enterprise software markets
Olivia Moore · AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore · Mar 12, 2026 · at 39:29
Olivia Moore, partner at Andreessen Horowitz, explains the shift in founder archetypes winning in vertical software markets as AI capabilities advance.
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“I think in general though, like pre AI for if you were building, especially an enterprise business, say software for HVAC, like the people you would want to back in that market is the guy who has done HVAC You know, knows the market inside out, built a company there before, and actually what we're seeing now are the better bets are like the very scrappy high hustle teams that will be able to keep up with the pace of model development and continue to productize the models in the most compelling ways and ship them to customers.”
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