Anish Acharya

you have this innovation bazooka with these models, why would you point it at rebuilding payroll or ERP or CRM?

The general story that we're going to vibe code everything is flat wrong and the whole market is oversold software.

Now, an interesting topic that's not discussed is the cost of transitioning from one SaaS provider to another going dramatically down.

I don't think we're allowed to believe in luck at Andreessen.

We have to see 100% of the deals in our domain and that we win 100% of the deals that we go after.

I disagree with you.

I wish it was true.

I simply wish it was true, and I want it to be true, and maybe it will be true, that it will be, you know, the whole thing that we always love to say to ourselves around sort of talent and opportunity not being, you know, talent is equally distributed opportunity.

It's not.

The truth is that cities are the original network effect.

And for technology, there is a network effect for builders in SF.

And for this moment in technology, right, where so many of the secrets are these sort of things whispered down shadowy hallways, the benefit of being in SF is enormous.

There's also, we just talked about this, there's a selection bias question.

Do you care enough to make it happen in SF?

You can make it happen anywhere in New York, London, Toronto, Tel Aviv, you name it.

But there's something different about saying I'm going to give everything else up and be singular in my focus and move everything else up to make it happen.

Tel Aviv.

I think Tel Aviv, you can be incredibly ambitious and uncompromising on that ambition and have a really, really good reason to be there.

I think the other nice thing about the Tel Aviv ecosystem is that the country is so small, it's 10 million people, that you can't possibly fool yourself into thinking that the domestic market is going to be big enough for whatever you're doing.

So you immediately go outside.