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Andrew Chen quote, Feb 4, 2025

General Partner, Andreessen Horowitz · Feb 4, 2025 · Post, Revenge of the GPT Wrappers

In recent years, innovative AI products that didn’t build their own models were derided as low-tech “GPT wrappers.” Yet consumer products for the past few decades have been low-tech, with seemingly small moats and yet have generated huge value.

Primary source

Words found on the source page on Sep 25, 2026.

More from Andrew Chen

Quote
AI is fantastic at automating tasks that have verifiable outcomes, which is why we’re seeing amazing strides from coding, mathematical proofs, and workplace productivity is an extension to that.Sep 8, 2026· Post
That’s a fair question at the dawn of the AI age when an app might take about as much time to build as editing a Youtube video. So this means average product retention will collapse, and the days of seeing >20% D30 will feel like a dream.Sep 8, 2026· Post
The future of marketing (and by extension, a large swath of product) is zero-sum and PvP - the abundance of apps/videos/pods/creators/experiences will mean we have infinity times more supply than demand.Sep 8, 2026· Post
Code will be more of a disposable commodity, with less reuse, and instead generated on the fly for personalized use.Mar 10, 2025· Post
This will change, and it means that over time, software will become dominated by youth culture the same way that social media is.Mar 10, 2025· Post
The big difference is that instead of taking two decades to sort this all out, as it took between the dotcom and Web 2.0 cycles, we’re speedrunning the whole thing in just a few years.Feb 4, 2025· Post

On the same topics

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The obvious AI variant is to let your users opt in to training your model on their interactions with it. Many will resist that, but if some don't, the model they get to use will outperform the vanilla one used by the others.Paul GrahamSeptember 2026· Essay
You own the customer relationship, and the model companies are in effect component suppliers. The question is how easy it would be for them to engulf you, or even your customers.Paul GrahamSeptember 2026· Essay
Founders running successful AI companies should all take a cold hard look at exiting in the next 12-18 months, which may be a value maximizing moment for outcomes.Elad GilApr 20, 2026· Post
The sum of random vectors is zero, but if you align your vectors, then you can go in a direction.Greg BrockmanApr 7, 2026· Interview
But if you sell the work, every improvement in the model makes your service faster, cheaper, and harder to compete with.Julien BekMar 5, 2026· Essay
The next $1T company will be a software company masquerading as a services firm.Julien BekMar 5, 2026· Essay
About this quote
Said by
Andrew Chen, General Partner, Andreessen Horowitz
Where
Revenge of the GPT Wrappers
Topics
Startups
Company
Andreessen Horowitz
Source
andrewchen.substack.com/p/revenge-of-the-gpt-wrappers-defensibility

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