a16z Partner: AI Code Generation Will End the Era of Spreadsheets, 1 Billion Knowledge Workers Enter a New Era of Software Development

a16z partner Andrew Chen pointed out that AI code generation will fundamentally replace spreadsheets—spreadsheets are essentially "business logic trapped in a grid," lacking version control, testing, and modularity.

AI code generation will compress the marginal cost from "spreadsheets" to "software" to nearly zero, and approximately 1 billion spreadsheet users worldwide are expected to migrate to real software applications.