The Twenty Minute VC (20VC)Why the 'AI will replace all software' narrative is completely wrong
“You're going to take it and use it to extend your core advantage as a business, or you're gonna take it to optimize the other 90% that you're not spending on software today?”
Why would you point it at rebuilding payroll or ERP or CRM? Right? You're going to take it and use it to extend your core advantage as a business, or you're gonna take it to optimize the other 90% that you're not spending on software today? So I just think that, of course, there will be secular losers. There are, like, specific business models that are now going to be disadvantaged.
But I think the general story that we're gonna vibe code everything is flat wrong, and the whole market is oversold software. Okay. And so we are actually overly negative, and we are being too critical on these companies. How do we think about then the continuing
About this clip
Anish Acharya from a16z argues against the popular belief that AI will replace all existing software. He contends that businesses will use AI to extend their core advantages rather than rebuild basic tools like payroll or CRM, and believes the software market is currently oversold due to excessive negativity about AI's impact.
Why this clip
Acharya directly challenges the mainstream narrative about AI destroying the software industry with a well-reasoned counterargument.
What they said next
a16z partner breaks down the three types of risk every VC must evaluate
49:14 - 41s · framework
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