The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Look, I think all these, fuck.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Look, I think all the big model companies are going to go public.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Yeah.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
You think it's this year or next year?
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
I mean, I don't know exactly, but I think that it's going to happen in the next 12 months with no inside information.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
That would be my prediction.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
I agree.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Um, I think that, look, I, okay.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
So maybe like my strangest prediction is that I think we're going to get to the four day work week in a uniquely American way.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
And let me tell you what I mean by that.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
So I'll tell you a little bit of a story.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
So if you think back to the conversation we were having about diet and nutrition 30 or 40 years ago, there's two schools of thought, right?
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
There's the European school of thought, which is we should eat less sugar.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
There's the American school of thought, which is we should eat less fat.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
And, you know, maybe they were sort of influenced by industrial lobbies and whatever else.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
So we ran the experiment for 40 years, and Europeans stayed pretty slim, and Americans got really fat, right?
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Now, probably what Americans should have done, and a lot of people tried to make this better, is said, hey, we need to just change our habits as a society and, you know, moderate a little bit in sugar intake and all these.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Of course, that didn't happen.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Right.
The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
Instead, Americans did this uniquely American thing, which is we invented Ozempic, GLP-1s.