Anish Acharya
speaker
162 appearances
2 recordings
1 series
first heard May 2025
last heard yesterday
Anish Acharya’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
I'd be surprised if it's ads.
Maybe it will be.
Um so I don't know that we'll ever see ads in the way that we see them today in the AI ecosystem.
I mean, probably all the above.
You know, number one, I think when you have a new technology, the existing companies do a good job of extending their lead in their existing markets with the new technology.
So I think a bunch of that will happen.
You know, Microsoft will get better at delivering the word processor they've always delivered, and Google will get better at delivering the search results they've always delivered.
The real issue for Google is not somebody builds them on search, but that there's a new front door to the internet.
So the new categories are where the upstarts will dominate.
And that's where I think we'll see a lot of the MA activity.
But it's probably all of the above.
The the one most surprising thing for me, not just for sort of
incumbents, but often for incumbents, is just that people aren't using the products.
Like I talk to VCs, you should test investors on this.
Like give me the five things that you're actually using every day.
And if the answer is chat GPT, come on.
You know?
So there's such an opportunity to build intuition by actually just using the products and yet so few people do it.
It's like this alpha that's hiding in plain sight.
Oh yeah.
Showing 141–160 of 162 · page 8 of 9
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