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Explore the concept of Software 3.0 companies in this keynote address from the AI in Production conference. Delve into the evolution from software 2.0 to 3.0, where the focus shifts from data collection for neural network training to manipulating foundation models at a system level for enhanced user experiences. Learn how AI-native applications are becoming "GPT wrappers" in a similar way to how SaaS companies are database wrappers. Gain insights into Conviction's framework for assessing value, defensibility, and strategy in Software 3.0 companies. Benefit from the expertise of Sarah Guo, Founder and Managing Partner at Conviction, as she shares her perspective on the vast design space for AI-native applications and their potential impact on the software industry.
