{"id":19600,"date":"2026-03-15T23:34:20","date_gmt":"2026-03-15T23:34:20","guid":{"rendered":"https:\/\/ideainthebox.com\/index.php\/2026\/03\/15\/naval-ravikants-ai-thesis-is-playing-out-in-public-markets\/"},"modified":"2026-03-15T23:34:20","modified_gmt":"2026-03-15T23:34:20","slug":"naval-ravikants-ai-thesis-is-playing-out-in-public-markets","status":"publish","type":"post","link":"https:\/\/ideainthebox.com\/index.php\/2026\/03\/15\/naval-ravikants-ai-thesis-is-playing-out-in-public-markets\/","title":{"rendered":"Naval Ravikant\u2019s AI Thesis Is Playing Out In Public Markets"},"content":{"rendered":"<div>The AngelList co-founder&#8217;s post inverting Marc Andreessen&#8217;s fifteen-year-old thesis arrived just weeks before Wall Street triggered what analysts are calling the SaaSpocalypse, a selloff that wiped more than a trillion dollars from enterprise software valuations.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The AngelList co-founder&#8217;s post inverting Marc Andreessen&#8217;s fifteen-year-old thesis arrived  [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[194],"tags":[],"class_list":["post-19600","post","type-post","status-publish","format-standard","hentry","category-graphic-design"],"acf":[],"_links":{"self":[{"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/posts\/19600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/comments?post=19600"}],"version-history":[{"count":0,"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/posts\/19600\/revisions"}],"wp:attachment":[{"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/media?parent=19600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/categories?post=19600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ideainthebox.com\/index.php\/wp-json\/wp\/v2\/tags?post=19600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}