The Twenty Minute VC (20VC) · Monday, September 7, 2026
JD posits that AI is fundamentally changing the software landscape, predicting that AI assistants will become the primary entry point for digital interactions, eventually replacing traditional websites and mobile apps. He believes owning the user's primary AI interface will be crucial for market dominance.
“And they think AI is changing the shape of software. So that people will no longer ever go to websites. They will never use apps on their phone. The entry point for most digital interaction, much like the entry point today is either like a phone or a computer or a browser, the entry point will be an AI.”
“And so whoever owns the devices is in the best place to put the AI in front of the user and they will win.”