Anish Acharya

speaker

8,262 appearances 20 recordings 3 series first heard Mar 2025 last heard 12 Sep

Anish Acharya’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 4.

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The a16z Show · Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast · 12 Sep 2026 podcast

And your idea, you know, your job is to go take a hike and dream the dreams and come up with the next hill

I mean, I think one thing that's under discussed is that it's unclear that the sort of competitive equilibria that exists in a lot of industries will really change.

You know, so let's say Pizza Hut and Domino's and Papa John's and Roundtable all get a data center of PhDs.

And they're all going to either adopt it or have a CEO change and adopt it.

So it'll be a rocky period and there'll be some relative shuffling.

But I think that they're all going to embrace the new technology because most companies do.

I don't know that one of them is going to have 99% of the market

So I think kind of what's under discussed is that, yes, in the near term, I think there'll be winners and losers based on adoption of the technology and kind of how ambitiously you adopt it.

But I do think there's a lot of industries that will sort of maintain their current competitive dynamics because they're not intelligence bound.

I think the most useful question to ask yourself as a founder CEO is just, hey, if we assume these things are infinitely intelligent and astonishingly cheap, how would we reorganize the company?

Because that's where we're going.

Yeah, well, I think that there's so many interesting things that this touches on.

You know, one is the question of open weight versus frontier.

So I'm sure, are you familiar with kind of Pareto efficiency?

I'm sure you are.

Please explain.

Yeah, so Pareto efficiency is just, you know, for price performance, for example, what is the kind of, the efficient frontier is what's considered the optimal trade-off of, you know, a unit of performance for a unit of price.

And, you know, are you sort of, if you're along that curve, you're always paying the rational amount for the performance.

And what's interesting is that frontier models are actually irrationally priced in that, you know, first of all, Mythos is infinite dollars a token.

You can't use it.

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