The Trillion Dollar AI Software Development Stack
AI + a16z10 Okt 2025

The Trillion Dollar AI Software Development Stack

AI coding has emerged as a major market for AI: one that’s already rewriting how software gets built.

a16z Infra Partners Yoko Li and Guido Appenzeller break down how “agents with environments” are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is showing up first (like legacy code migration). We also cover token economics for engineering teams, the emerging agent toolbox (sandboxes, code search/parsing, agent-optimized docs, orchestration), and founder opportunities when you treat agents as users, not just tools.

Read the blog post here.

Find Yoko here: https://x.com/stuffyokodraws

Find Guido here: https://x.com/appenz

Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


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Episoder(84)

Who's Coding Now? AI and the Future of Software Development

Who's Coding Now? AI and the Future of Software Development

In this episode of the a16z AI podcast, a16z Infra partners Guido Appenzeller, Matt Bornstein, and Yoko Li explore how generative AI is reshaping software development. From its potential as a new high...

16 Mai 202544min

MCP Co-Creator on the Next Wave of LLM Innovation

MCP Co-Creator on the Next Wave of LLM Innovation

In this episode of AI + a16z, Anthropic's David Soria Parra — who created MCP (Model Context Protocol) along with Justin Spahr-Summers — sits down with a16z's Yoko Li to discuss the project's inceptio...

2 Mai 202553min

What Is an AI Agent?

What Is an AI Agent?

In this episode of AI + a16z, a16z Infra partners Guido Appenzeller, Matt Bornstein, and Yoko Li discuss and debate one of the tech industry's buzziest words right now: AI agents. The trio digs into t...

28 Apr 202536min

Benchmarking AI Agents on Full-Stack Coding

Benchmarking AI Agents on Full-Stack Coding

In this episode, a16z General Partner Martin Casado sits down with Sujay Jayakar, co-founder and Chief Scientist at Convex, to talk about his team’s latest work benchmarking AI agents on full-stack co...

28 Mar 202533min

Automating Developer Email with MCP and Al Agents

Automating Developer Email with MCP and Al Agents

In this episode of AI + a16z,  Resend founder and CEO Zeno Rocha sits down with a16z partner Yoko Li to discuss:How generative AI — powered by agents and, now, MCP — is reshaping the email experience ...

21 Mar 202544min

The Future of Digital Workers

The Future of Digital Workers

In this episode of AI + a16z, a16z Partner Joe Schmidt sits down with 11x CTO Prabhav Jain for an inside look at how AI-powered digital workers are reshaping sales and revenue operations. They discuss...

20 Mar 202526min

Building the Next Generation of Conversational AI

Building the Next Generation of Conversational AI

In this episode of AI + a16z, Sesame Cofounder and CTO Ankit Kumar joins a16z general partner Anjney Midha for a deep dive into the research and engineering behind their voice technology. They discuss...

14 Mar 20251h 41min

Agent Experience: Building an Open Web for the AI Era

Agent Experience: Building an Open Web for the AI Era

In this episode of AI + a16z, Netlify CEO and Cofounder Matt Biilmann joins a16z General Partner Martin Casado to explore how AI is reshaping web development — not just through faster code generation,...

7 Mar 202540min

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