a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?

Описание: Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies including Deel, Mosaic, Clutch, Titan, and HappyRobot and has led early bets in companies like Runway and Carbonated. Before a16z, he founded and exited two startups—Snowball (acquired by Credit Karma) and SocialDeck (acquired by Google) and scaled Credit Karma's U.S. Card business to over 100 million members.
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Timestamps:

00:00 Intro
00:56 Why building an AI company requires being in San Francisco
04:01 The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie
05:18 How AI agents are finally breaking the lock-in of legacy software providers
07:41 Incumbents vs. Startups: Who actually wins the AI distribution war?
12:28 Why the developer tool market looks more like Cloud than Uber and Lyft
20:18 The death of the Chatbox? Why browse-based interfaces are still preferable
25:32 Why power users are 10x more valuable in the age of AI consumption
26:40 Do margins matter in a world of AI?
28:21 Why we are definitively not in an AI bubble right now
31:07 Why the Legal & Customer Support industries will have dozens of winners
37:42 Lessons from Marc Andreessen: Why the "quality of being right" supersedes process
42:59 Is "Triple, Triple, Double, Double" dead?
57:34 Open vs Closed Source
01:02:58 Is Kingmaking Real?
01:09:10 Quick-Fire Round
01:12:51 The a16z Playbook: How to win 100% of the deals you chase

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