
Benti
2.5K posts

Benti
@bentiz
Fintech founder. Endeavor entrepreneur (3x outlier), raised +$400M, built LatAm’s only Unicorn since 2024. Economist, Coder, Porsche Cup Rookie.



“We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in 6 years”. It has never been a more uncertain time to be an investor. - Is SaaS dead? - Do margins matter? - Is triple, triple, double, double dead? - Will foundation models eat the apps layer? Spotify 👉 open.spotify.com/episode/3dG8Mt… Youtube 👉 youtu.be/Aq0JSbuIppQ Apple Podcasts 👉 podcasts.apple.com/us/podcast/20v… My 8 takeaways with @illscience 👇 Timestamps: 00:00 Intro 00:56 Why building an AI company requires being in San Francisco 04:01 The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie 05:18 How AI agents are finally breaking the lock-in of legacy software providers 07:41 Incumbents vs. Startups: Who actually wins the AI distribution war? 12:28 Why the developer tool market looks more like Cloud than Uber and Lyft 20:18 The death of the Chatbox? Why browse-based interfaces are still preferable 25:32 Why power users are 10x more valuable in the age of AI consumption 26:40 Do margins matter in a world of AI? 28:21 Why we are definitively not in an AI bubble right now 31:07 Why the Legal & Customer Support industries will have dozens of winners 37:42 Lessons from Marc Andreessen: Why the "quality of being right" supersedes process 42:59 Is "Triple, Triple, Double, Double" dead? 57:34 Open vs Closed Source 01:02:58 Is Kingmaking Real? 01:09:10 Quick-Fire Round 01:12:51 The a16z Playbook: How to win 100% of the deals you chase





















