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Anish Acharya

πŸ‘€ Speaker
2756 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Nobody has sort of written that kind of thing down, right?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

You've called that dark data, right?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

So what's your kind of view on that type of information?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Does that have value?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Does that have more or less value than traditional information that's written down?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

And how does that show up in the future?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

I mean, in a sense, this is what Merkur and others are doing, you know?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

They're getting human data generation, some of which is like coding and math and all that.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

But I imagine in the future, some of which will be this type of tacit knowledge you're describing, you know?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Yeah, but dude, then Sundar says like, I want to be the first $100 trillion company.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

You know, like what is, Sundar is not going to say, you know what, we should like keep our market cap, but just like be more profitable.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

No CEO thinks that way, right?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

They want to shoot for the moon.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

So I think Sundar's ambition will grow at least or faster, as fast or faster than model progress.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

But it's just not the world we're living in, right?

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Like, meanwhile, here on Earth, there's hundreds of open source models.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

There's all kinds of distilled models.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

The model price, token prices for what we're cutting edge models three months ago are going down.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

There's edge devices actually having models embedded in them.

The a16z Show
Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

So...