Software is eating learning: The $3 trillion opportunity

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David unpacks a powerful idea from Alex Rampell at Andreessen Horowitz: software isn’t just eating markets anymore, it’s eating labour.

Watch a16z podcast: https://www.youtube.com/watch?v=dhyhR4Bzc0I

In this short episode, David explores what this shift means for founders in learning and work. AI is moving us from systems of record to systems of work: tools that actually do the job, not just track it.

David breaks down why this matters:

- The education labour market is worth over $3 trillion -> 15x larger than the software market.

- The next generation of learning startups will monetise outcomes, not licences.

- Pricing will shift from per seat to per result, think “per certification delivered” or “per learner supported.”