Andrew Chen on the AI Era Shift: Hardware is the Only Moat, SaaSpocalypse Begins
andrewchen · x · 2026-09-01
Andrew Chen contrasts the startup landscape before and after AI:
- Before AI: High hardware barriers, teams > solo founders, technical founders only, PhDs building tech in search of a problem, hot SaaS startups get 100x ARR multiples.
- After AI: Hardware is the only thing AI can't build, solo founders are 100x engineers, anyone can build, AI infra PhDs name their price, SaaSpocalypse.
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