PERSON DIRECTORY
Anish Acharya
Anish Acharya appears in 16 indexed conversations across The a16z Show, 20VC, Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
16 EPISODES4 SHOWS
Language
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?
AI is exposing SaaS’s switching-cost moat, not eliminating software: coding agents make SAP-to-Oracle migrations cheaper, while 75% of public SaaS companies raised prices after ChatGPT.Apps that orchestrate specialized models may retain value, but Harry says Cursor could lose half its revenue this year to Claude Code; OpenAI’s $20B topline, fully spoken-for inference supply, and rising prices support the non-bubble case.