Anish Acharya: Is SaaS Dead in a World of AI?

In this episode from 20VC, Harry Stebbings talks with Anish Acharya, general partner at a16z, about the future of SaaS in an AI world. Anish argues that software is completely oversold and that the general story about vibe coding everything is flat wrong. They discuss why SaaS switching costs are actually going down thanks to coding agents, where startups versus incumbents will win, and whether the apps layer or foundation models will capture more value. They also cover agent overhype, the changing UI paradigm, what defensibility looks like now, and why boring wins versus weird wins in this product cycle.

Resources:

Follow Anish Acharya on X: https://twitter.com/illscience

Follow Harry Stebbings on X: https://twitter.com/HarryStebbings

Listen to more from 20VC: https://www.thetwentyminutevc.com/

Check out 20VC's YouTube: https://www.youtube.com/@20VC

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1000)

Microsoft's Deputy CISO on Securing AI Agents

a16z's Joel De La Garza is joined by Aaron Zollman, Deputy CISO at Microsoft Gaming, to discuss how security teams can embrace AI agents without losing control. Aaron shares Microsoft's experience wit...

21 Aug 25min

How Global Networks Are Reshaping Startup Success

Elena Burger is joined by a16z’s Angela Strange and Gabriel Vasquez to discuss the rise of the "borderless founder": entrepreneurs who bring the networks and insights of their home markets together wi...

20 Aug 45min

How Whatnot Built a Global Marketplace

a16z General Partner David George is joined by Grant LaFontaine, co-founder of Whatnot, to unpack how a marketplace that started with collectibles evolved into one of the world's leading live shopping...

19 Aug 42min

How Do You Defend Against AI That Can Hack?

a16z's Joel De La Garza is joined by Nick Warner of Neo and Max Pollard of Cotool to discuss what happens when cybersecurity tools built to defend against humans and malware suddenly have to contend w...

18 Aug 22min

Stripe’s AI Strategy: Build More, Not Less

a16z General Partner David George is joined by Will Gaybrick, President of Product & Business at Stripe, to discuss how AI is changing the way Stripe builds products, organizes teams, and thinks about...

17 Aug 54min

Ben Horowitz and Travis Kalanick on Building Again

Ben Horowitz, Travis Kalanick, and Erik Torenberg take the stage at Atoms' launch event for a candid fireside conversation about entrepreneurship, company building, and why Kalanick believes the next ...

14 Aug 33min

The Two Ways to Sell AI: Lighthouse or Landgrab?

Elena Burger is joined by a16z's Andy McCall and Joe Schmidt to break down two very different ways AI startups can go to market: the lighthouse and the landgrab. Should founders win a handful of marqu...

13 Aug 44min

Garry Tan on Taste, Agents and Founder Ambition

Anish Acharya is joined by Garry Tan, President and CEO of Y Combinator, for a conversation about how AI is rewriting the startup playbook, why founders should be more ambitious than ever, and what tw...

12 Aug 52min