Listen on Apple Podcasts and Spotify, or watch on YouTube.
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.
He 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.”
