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a16z released four charts showing that AI is reshaping manufacturing reshoring, drinking trends, search clicks, and SaaS stock prices, indicating that companies unable to tell an AI story are being left behind.
Lenny Rachitsky shares Dan Shipper's bullish prediction on SaaS stocks and reflects on his accurate AI predictions from a year ago, including the underappreciated rise of Claude Code.
Dan Shipper, CEO of Every, advises buying SaaS stocks, arguing that most people won't do 'vibecoding' for building own apps due to the difficulty of maintaining software.