HubSpot 联合创始人 Dharmesh Shah：ChatGPT 和 Claude 是新一代浏览器
HubSpot 联合创始人在 a16z 播客里聊了他怎么看 ChatGPT 和 Claude 的位置：是入口但不是全部。他还讲了怎么用“yet 测试”避开会被大实验室碾掉的方向，以及他一人做的 CRM uSpot 从第一天就收费。想做 AI 时代软件创业的人可以听听他30年的判断。
HubSpot 联合创始人兼 CTO Dharmesh Shah 在 a16z 播客中提出，ChatGPT 和 Claude 实际上是新的操作系统和新的浏览器。他回顾了 SaaS 时代从桌面客户端向浏览器应用的迁移：当年 Google 虽然靠 Internet Explorer 和 Mozilla 时代的浏览器掌握了入口，却没有独占整个应用层，大量软件公司照样成长起来。他把 ChatGPT 和 Claude Cowork 类比为当年浏览器那样的便捷入口，而 HubSpot 这类公司以“插件”角色接入。
他承认这次有一个关键差异：AI 在做认知层面的工作，而不只是展示界面。同时他认为模型正在变成基础设施，创业者不该押注 AI 实验室正在铺设的“黄砖路”，要用“yet 测试”来筛掉会被实验室顺手碾掉的想法。他本人正在做 uSpot，一个面向一人公司的 CRM，从第一天起就收费，是他作为 HubSpot 创始人最成功的一次发布。
HubSpot co-founder and CTO Dharmesh Shah says ChatGPT and Claude are the new browsers, and like browsers, they won't own the whole software stack: "Everything kind of comes back around again. When we saw the original SaaS development moving to the web-based application world, we had the same kind of thing. We had client-server apps running on our desktops. And then we had this browser thing come along, Internet Explorer and later Mozilla." "But as it turns out, Google did not own the entire application stack. There were lots and lots of software companies that got built. The interface became the browser because that was a convenient way to get to the actual product that you needed to get to." "We have a similar thing now. And it's different, because the AI is doing cognition work, it's doing actual smart things. But if you just look at the ChatGPT and Claude Cowork thing, they're effectively the new OS. They are the new browsers. And there will be companies like HubSpot that sort of plug in." @dharmesh
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include ChatGPT, Claude, HubSpot, Dharmesh Shah.
Source attribution: curated from a16z (@a16z).
