a16z|Aug 28, 2026 20:31
Raghu Raghuram and Ben Horowitz say a billion knowledge workers are just one of the next AI demand waves:
"ChatGPT went from a casual app to coding for professionals. Now, using coding, you now built amazing tools for knowledge workers. So that's the next frontier. And now there are over a billion knowledge workers."
"Progressively, each of these things unlocks an order of magnitude more demand, and we are just at the start of this."
"And now you have Grok Bot. What happened with coding is kind of happening with all use of computer via Grok Bot, and so we're in a whole 'nother wave of demand, and most certainly there's gonna be more to come."
"It does seem quite unlimited at the moment, and we haven't even gotten into embodied AI or robots, which are gonna be another source of demand."
@RaghuRaghuram @bhorowitz(a16z)
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