About this episode
Netlify's CEO, Matt Biilmann, reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits pull requests he built entirely through prompting, never touching code himself, and why 25% of users immediately copy error messages to LLMs instead of debugging manually. The web isn't dying to agents; it's being reborn by them, with CEOs coding again and non-developers shipping production apps while the entire economics of software—from perpetual licenses to subscriptions to pure usage—gets rewritten in real-time. Resources: Follow Matt Biilmann on X: https://x.com/biilmann Follow Martin Casado on X: https://x.com/martin_casado Follow Erik Torenberg on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated: Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.