Marc Andreessen on why he believes the big winners in AI will be applications rather than tools

I mean, the big shift over 20 years has been that tech used to be a tools industry. Basically from like 1940 through to about 2010, almost all the big successful companies were picks and shovels companies. So PC, database, smartphone, you know, some tool that somebody else would pick up and use. Since 2010, most of the big wins have been in applications. The early examples there were like, Uber and Lyft and Airbnb, and then that model is kind of elaborating out. The AI thing is actually a reversion on that for now because, like, Most of the AI business right now is actually in cloud provision of AI APIs for other people to build on. But. But the big thing will probably be an app. Yeah, I think most of the money, I think, probably will be in your AI financial advisor or your AI doctor or your AI lawyer or, you know, take your pick of whatever the domain is. And so there will be a set of companies that, like, make AI something that can be purchased and used by large law firms. And then there will be other companies that just go direct to market as an AI lawyer.