Home Speakers Paul Graham Quote 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.
Words found on the source page on Nov 6, 2026.
On the same topics Blog New founder archetypes in the AI era Oct 27, 2026
The solo founder is part of a list of maybe new archetypes that I think we’ll soon see a lot more of - and I’ll make both the pro and con case for each here: Solo founders Why: Solo founders can do 100x with AI, so they can ship a v1 when previously they couldn’t have before Why not: Maybe a team of cofounders still makes more progress. UnverifiedBlog Can solo founders win in the AI era? Oct 27, 2026
These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI? UnverifiedBlog Look up, the curve turned #601 Sep 13, 2026
I believe we’ll look back on the week of 6th September as the moment we felt the curve of AI turn upwards and strain many of our previously held assumptions. Blog The coming product retention crisis Sep 8, 2026
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. Blog The coming product retention crisis Sep 8, 2026
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. Essay Does AI spell the end for humanity's win-win era? Sep 8, 2026
In fact, it’s pretty clear that AI is the only technology that makes a highly complex but still somehow coordinated planet even thinkable. About this quote