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Anish Acharya

πŸ‘€ Speaker
2756 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

has so little upside in being rewritten and vibe coded and so much downside, why would you do it?

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

has so little upside in being rewritten and vibe coded and so much downside, why would you do it?

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

Now, an interesting topic that's not discussed is the cost of transitioning from one SaaS provider to another going dramatically down.

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

Now, an interesting topic that's not discussed is the cost of transitioning from one SaaS provider to another going dramatically down.

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 systems integration.

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 systems integration.

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 and Alex said this funny thing, and I know you laughed and I laughed too, which is that like some companies have hostages, not customers.

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 and Alex said this funny thing, and I know you laughed and I laughed too, which is that like some companies have hostages, not customers.

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

Yeah, I love this statement.

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

Yeah, I love this statement.

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 love it too.

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 love it too.

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 if you actually have an SAP system, you are a hostage of SAP and they need to do nothing after they win you as a customer except the bare minimum.

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 if you actually have an SAP system, you are a hostage of SAP and they need to do nothing after they win you as a customer except the bare minimum.

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 want to switch to Oracle, oh my God, that's like a multi-year high risk.

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 want to switch to Oracle, oh my God, that's like a multi-year high risk.

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 probably going to fail and you're probably going to get fired.

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 probably going to fail and you're probably going to get fired.

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 doesn't happen.

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 doesn't happen.