'Software is eating the world' (Mark Andreessen's 2011 thesis) predicted that venture-backed technology companies generating $100M+ revenue would increase from approximately 15 per year to potentially 150 per year, fundamentally changing VC portfolio strategy.
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Ben HorowitzEvidence Quote
“Mark wrote in 2011 called software is eating the world... maybe that 15 [successful companies per year] is going to be 150.”
Created: 8/12/2026, 10:05:59 PM
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