Anish Acharya

There's zero value in marketing.

Like, isn't that just a better world to be in?

100%.

And so many of these areas, I think financial services is another big one.

We were talking about Hero before the show, right?

Which is a company that was acquired by OpenAI yesterday.

Really talented founder, Ethan, who started Digits prior with this sort of consumer FinTech mission that many of us had, which is like, hey, why can't we just make this system efficient and work for the everyday consumer?

Right.

And it's like, why should they have to know how the credit system works and how to play the game and how to do all of these things?

And I think with agents, a lot of that just goes away.

Your agent goes and makes great financial choices on your behalf, given your constraints.

And I think that's going to happen in a lot of product categories and it'll be a much better sort of world and society as a result.

I know.

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

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.

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.

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.