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Anish Acharya

๐Ÿ‘ค Speaker
878 total appearances

Appearances Over Time

Podcast Appearances

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

And I think in the case where it's because core metrics are super healthy, good for them.

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

God bless.

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

I don't think so.

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

I mean, I think that a lot of it is dependent.

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

It's calibrated to your part of the market.

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

So product velocity plus business velocity.

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

I do think that you have to be top quartile compared to your peer set.

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

Right.

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

I think there are some markets that are consumer ladder bottoms up where you can just see this explosive growth.

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

And that is awesome.

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

It's extraordinary to see.

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

But look, if you're selling an ERP, you've got a much more cautious customer.

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

It's a much more high-stakes sale.

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

If you're selling payroll now, granted in the case of payroll, Alex and team have done a tremendous job of what should be like a slow-boil sale and turning it into a fast-boil sale.

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

And they've got some very specific ways that they do that.

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

But typically, that is an industry that moves on slower cycles.

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

So I think that there is just physics to some of these markets that mean triple, triple, double, double is phenomenal.

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

But there are other markets in which, especially with these new primitives, you can go like 10 to 100 or 10 to 200.

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

Absolutely not.

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

No, no.