The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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.
AGENDA:
Why building an AI company today requires being in San Francisco
The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie
How AI agents are finally breaking the lock-in of legacy software providers
Incumbents vs. Startups: Who actually wins the AI distribution war?
Why the developer tool market looks more like Cloud than Uber and Lyft
The death of the Chatbox? Why browse-based interfaces are still preferable
Why power users are 10x more valuable in the age of AI consumption
Do margins matter in a world of AI?
Why we are definitively not in an AI bubble right now
Why the Legal and Customer Support industries will have dozens of winners
Lessons from Marc Andreessen: Why the "quality of being right" supersedes process
Is "Triple, Triple, Double, Double" dead? The new physics of growth
The a16z Playbook: How to win 100% of the deals you chase
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