The a16z Show
Anish Acharya: Is SaaS Dead in a World of AI?
The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
In this episode from 20VC, Harry Stebbings talks with Anish Acharya, general partner at a16z, about the future of SaaS in an AI world. Anish argues that software is completely oversold and that the general story about vibe coding everything is flat wrong. They discuss why SaaS switching costs are actually going down thanks to coding agents, where startups versus incumbents will win, and whether the apps layer or foundation models will capture more value. They also cover agent overhype, the changing UI paradigm, what defensibility looks like now, and why boring wins versus weird wins in this product cycle. Resources:Follow Anish Acharya on X: https://twitter.com/illscienceFollow Harry Stebbings on X: https://twitter.com/HarryStebbingsListen to more from 20VC: https://www.thetwentyminutevc.com/Check out 20VC's YouTube: https://www.youtube.com/@20VC
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