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The SaaSpocalypse Was a Distraction — Here's Where AI Money Goes, Anish Acharya, Andreessen Horowitz Analytics Table
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About The SaaSpocalypse Was a Distraction — Here's Where AI Money Goes, Anish Acharya, Andreessen Horowitz
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What if the most powerful technology ever created turned out to be the most human one too? Anish Acharya, General Partner at Andreessen Horowitz, two-time founder, and DJ since 1995, joins Cameron Adams to unpack why AI isn't just another software upgrade — it's a "mech suit for what makes us uniquely human" and the foundation for a new era of abundance. From building social gaming companies in Toronto before anyone in the Valley knew the conversation was happening, to scaling Credit Karma to over 100 million members, Anish has spent his career riding platform shifts before they become obvious. Now at one of the world's most renowned venture capital firms, he's betting on founders building AI-native consumer products that could fundamentally change how we work, live, and connect. In this episode, they dig into why Anish has shipped more software in the last 12 months than in the previous 20 years, why he believes the $20-a-month consumer pricing ceiling is permanently shattered, why the SaaSpocalypse was a distraction when software is only 8–12% of enterprise spending, how AI-native companies run on autonomous "business loops" while humans handle relationships, exceptions, and strategy, and why Anish's ultimate prediction is that extreme technology won't make us irrelevant — it will deepen human connection. Key Quotes “ When I see companies that maybe aren't able to fulfill their potential, it's not typically because somebody or a horizontal lab replicates their product. It's because they're insufficiently ambitious on behalf of their customer.” “I just don't think that we should be in a place of prescribing what a founder should do. We should be in a place of investing in what they already know they should.” “You could spend a year with all the implications of that, the marketing, the product positioning, the pricing, the secondary features, the growth loops. All of that should just happen for you, and you should get to the local maxima of that new insight you had.” “I do think that the way that this leverage expresses itself is not human irrelevance, but deepening human connection, simply because of the nature of what it does and what we continue to specialize in.” Timestamps 00:00 Introduction 02:13 The Prompt 06:25 Creative All Hands 07:09 During major technology cycles, every assumption taken as a given is suddenly up for grabs — the world becomes malleable. 11:37 The most human technology ever created? It lets us vigorously pursue things that are "utterly unimportant" — and that's the point. 14:06 SpaceX, Canva, every breakthrough: without one person's often irrational commitment, it simply doesn't happen. Founders are everything. 15:35 The big idea can always be copied. What makes a product work is the thousand invisible small ideas — and only an authentic founder generates those. 19:26 "The hardest thing about getting what you want is knowing what you want." In the AI era, you can build anything — so what do you actually want? 21:08 When software becomes infinite and technology stops being precious, human relationships matter more — not less. 24:04 The "moral panic about moats" is misplaced. Network effects, brand, and scale are as strong as ever — only process moats are at risk. 29:09 Price as a proxy for product-market fit: ask "what would we have to build to charge $1,000/month?" — then build toward that. 39:09 Coding loops improve the code over time, now AI-native businesses run business loops so humans can focus on the relationships and strategy. 47:54 Industrialization was a force against community. AI may reverse that — becoming a force for deepening human connection. 48:16 Design Reveal Links Subscribe to the Prompted Newsletter: https://promptedwithcam.substack.com/ Cameron on LinkedIn: https://www.linkedin.com/in/themaninblue/ Anish on LinkedIn: https://www.linkedin.com/in/anishacharya/ Anish on X: https://x.com/illscience?lang=en The State of Marketing and AI Report 2026: https://www.canva.com/marketing-ai-report/?utm_medium=organic_social&utm_source=google_youtube&utm_campaign=b2b_dg_global-gen_awareness_pro_wbr_prompted-podcast-2026&utm_content=description-link&utm_term=
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