Greenfield AI market growth vs replacement cycles
The guest argued that AI-native companies in greenfield markets are growing vertically faster than those replacing existing systems of record, creating a temporary apples-to-oranges comparison.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
REVIVED · 58 MENTIONS · 41 EPISODES · 18 SHOWS
12 SEP 2025 — 26 AUG 2026 · YESTERDAY
27 SUPPORT · 4 CHALLENGE · 4 UPDATE · 2 REPEAT · 21 MENTIONED
- THE BUSINESS BREW
34 EPISODES BETWEEN · 45 MENTIONS
- THE BUSINESS BREW
- THE TIM FERRISS SHOW
- THE COMPOUND AND FRIENDS
- THE ACQUIRERS PODCAST
- THE MEB FABER SHOW
- YET ANOTHER VALUE PODCAST · 3 MENTIONS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- GOLDMAN SACHS EXCHANGES
- THE TWENTY MINUTE VC · 6 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THE ACQUIRERS PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE POMP PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE BUSINESS BREW · 2 MENTIONS
- THE POMP PODCAST
- MASTERS IN BUSINESS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EXCESS RETURNS
- WEALTHION - BE FINANCIALLY RESILIENT
- A16Z PODCAST
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- A16Z PODCAST
- THE TWENTY MINUTE VC · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- BANKLESS
- THOUGHTFUL MONEY
- EXCESS RETURNS
- A16Z PODCAST
- THE TWENTY MINUTE VC
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE TWENTY MINUTE VC · 4 MENTIONS
- Greenfield AI market growth vs replacement cycles · THIS IDEA
- Infrastructure over apps in AI wave
- Services masquerading as software
- Legal AI overfunded, except leaders
- GOLDMAN SACHS EXCHANGES
- A16Z PODCAST
- ON THE MARGIN
- A16Z PODCAST · 3 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD