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a16z Podcast · Anish Acharya
Anish Acharya explores the critical question of who wins when AI disrupts SaaS: established companies like Salesforce and HubSpot with massive distribution, or agile startups with superior technology. He argues that history shows capable incumbents typically focus on improving their existing products rather than defending against new categories.
RRiding Unicorns
Raffi Salama argues that while AI has dramatically reduced the cost of creating content across all formats, this has actually made distribution and marketing the critical bottleneck for companies. He traces this shift to 2022 when traditional social media models began breaking down, forcing brands to adopt more sophisticated, creator-led strategies.
