Anish Acharya
general partner at a16z, about the future at SaaS in an AI world
2 podcast appearances · 6 clips
Every podcast appearance by Anish Acharya
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Episodes
a16z Podcast
Anish Acharya: Is SaaS Dead in a World of AI?
Anish Acharya from a16z challenges conventional wisdom about SaaS and AI, arguing that software is oversold and coding agents will reduce SaaS switching costs. The discussion covers where incumbents versus startups will win, the shift from execution-focused to thinking-focused products, and the competitive dynamics between established companies with distribution and agile startups with innovation.

The Twenty Minute VC (20VC)
20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z
a16z General Partner Anish Acharya discusses why SaaS isn't dead despite AI disruption, arguing that incumbents will improve existing products while new AI applications target untapped opportunities. He explains his investment philosophy around risk assessment and why he believes we're not in an AI bubble, emphasizing the importance of understanding market dynamics and founder assumptions.