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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

If your founders say anything other than that, regardless of how the companies are performing, like you're looking for a job elsewhere.

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 by the way, we do those.

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

We do these GP 360s every two years.

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 always a little terrifying, but the incentives are all structured in the right way.

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 moment and the answer to that question was at which I knew like, hey, this is not a VC like every other VC I've seen out there.

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

This is like a company.

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

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

We have to see 100% of the deals in our domain.

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 it is acceptable to make a decision based on the information you have and have the decision be wrong.

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

Like you invest in a company, it doesn't always work.

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's okay.

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

That's the business.

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 the expectation is we see 100% of the deals in our sector and that we win 100% of the deals that we go after.

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, hey, look, some things are ambiguous, but that part is 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

Good.

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

All 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 Brompton is pretty special at what he does, actually, at Abstract.

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 agree.

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

Why?