Anish Acharya

There are specific business models that are now going to be disadvantaged.

There are specific business models that are now going to be disadvantaged.

But I think the general story that we're going to vibe code everything is flat wrong, and the whole market is oversold software.

But I think the general story that we're going to vibe code everything is flat wrong, and the whole market is oversold software.

Well, I don't know if that's what we're seeing across the board.

Well, I don't know if that's what we're seeing across the board.

I looked at the data this morning, and if you look at public market SaaS companies, 75% have raised prices since ChatGPT was released.

I looked at the data this morning, and if you look at public market SaaS companies, 75% have raised prices since ChatGPT was released.

75%.

75%.

And they've raised prices meaningfully.

And they've raised prices meaningfully.

The mean is 8% to 12%, but there's a large group that have raised it 25% or more.

The mean is 8% to 12%, but there's a large group that have raised it 25% or more.

Price is a measure of product market fit.

Price is a measure of product market fit.

And if you have enormous competitive pressure, you are not raising prices.

And if you have enormous competitive pressure, you are not raising prices.

You're typically cutting prices.

You're typically cutting prices.