Benedict Evans 的洞察直击 AI 对软件行业的真实影响——不是替代而是扩展，做企业软件或 SaaS 的团队值得听听他的分析，重新思考产品方向。
a16z 发布的视频中，Benedict Evans 认为 AI 不会减少软件需求，反而会催生更多软件。他指出，企业软件目前分为三大类：大型水平系统（如 SAP、Workday）、垂直软件，以及 Excel、邮件等模糊的中间地带。AI 的加入将让原本无法用软件解决的问题变得可行，从而增加竞争和软件数量。Evans 将当前 AI 发展比作 1997 年的互联网，强调基础模型应被视为基础设施。
Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you cou...
Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." @benedictevans with @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Benedict Evans on Why AI Feels Like the Internet in 1997 Benedict Evans joins Erik Torenberg for a conversation on the state of AI, including how coding agents hit product-market fit, why foundation models should be thought of as infrastructure, the value of vertical products, and more. 00:00 Intro 00:44 What's changed since last year 05:53 OpenAI vs Anthropic strategy 10:31 The pricing crunch & platform history 22:48 What comes after coding 38:18 AI & the future of enterprise software 48:43 The CapEx problem 55:07 Will models become commodities? @benedictevans @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 6 🔄 2 ❤️ 14 👀 5071 📊 7 ⚡