May 12, 2026 · 37 min · 15 segments
Kevin Hartz and Bennett Siegel are co-founders and GPs at A*, a five year old early-stage venture capital firm with $1B in AUM. A* has invested in companies like Notion, Cape, Whop, Paraform, Simile…
Kevin HartzGuest
Jack AltmanHostI don't know the last time we've heard a founder pitching a traditional software business.
Now, part of that is the meme that everyone's just an A- everything's an AI company now.
I think the issue, as we all know, is if you can vibe code an app in a matter of minutes, and why do you need so many engineers? What's the value of the workflows that you've built? But what we're seeing on the application layer is people are going after systems of intelligence, they're going after systems of action.
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I don't know the last time we've heard a founder pitching a traditional software business.
Now, part of that is the meme that everyone's just an A- everything's an AI company now.
I think the issue, as we all know, is if you can vibe code an app in a matter of minutes, and why do you need so many engineers? What's the value of the workflows that you've built? But what we're seeing on the application layer is people are going after systems of intelligence, they're going after systems of action.
