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Anish Acharya

๐Ÿ‘ค Speaker
2269 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

So I say productivity porn to be provocative, but I don't actually think it's that.

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

i think that we have this new way of learning which is just trying things and you know the idea guys are sort of having a moment in fact it's funny like i'm like looking for new ideas to work on you know in the old days somebody would give you their app idea and you'd be like oh here we go again and now i'm like cool how about i build it for you right so i think there's this beautiful exploration that we're seeing that's never been possible before and there's a lot of value in that and then when it comes to consumer products i still think that consumer modes are as good as gold right things like network effects

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

They're not trivially reproducible by models.

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

Even if you can reproduce a software, it's not like Instagram has got software mode.

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

In 10 years ago, the good ideas weren't obviously good at the time.

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

Like what Systrom was up to at Instagram wasn't an obviously good idea until the network really started to take.

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

And then it was too late to reproduce the software.

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

So I don't think that the moat has ever been, it's like really hard to reproduce the software.

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

I think the moat is in part, every consumer idea is embarrassing to work on until it's obvious.

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

You know, it's like, it seems trivial.

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

It doesn't sound important.

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

VCs don't know what you're talking about.

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

Your family doesn't know why you're working on it.

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

You just feel this pull in a direction.

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

And ideally, when it works, the network runs away before people can replicate it.

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

Even at the time, there was so much noise in the ecosystem, right?

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

There was Bourbon, later Instagram, there was Hipstamatic, there was a dozen apps that all did roughly the same thing.

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

And it wasn't clear why Insta was special until it was clear in retrospect.

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

So I don't know.

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

I think that if you were to build Insta today, it would still be non-obvious until it was...