Anish Acharya

"I don't know if you've seen match.com today put stock prices down like I mean a huge amount"

"75% have raised prices since ChatGPT was released. 75% and they've raised prices meaningfully."

"just to see these two guys walk in total badasses with their matching kimonos with their Celsius drinks"

"we talked about Harvey that's a really impressive company"

"Gamma is a really impressive company"

"If you want to switch to Oracle, oh my god, that's like a multi-year high-risk. It's probably going to fail."

"Microsoft will make a better word processor than they've ever made."

"Google will make a better search engine than they've ever made."

"Will Adobe make a better sort of Photoshop and Illustrator than ever before? Probably."

"Will Adobe make a better sort of Photoshop and Illustrator than ever before? Probably."

"Midjourney in Create with their Create1 model. These are the most aesthetically opinionated models."

"That's probably closer to AWS, Google Cloud than it is Uber Lyft."

"That's probably closer to AWS, Google Cloud than it is Uber Lyft."

"Granola, which we're not investors in, but I admire them a great deal. It's a great company."

"Character, but also janitor, right? There's a ton of products that are there"

"Character, but also janitor, right? There's a ton of products that are there"

"Replica, which is probably the most healthy and nourishing forms of companionship."

"My son plays Minecraft. He plays it online. He absolutely loves it."

"You look at Grok Heavy, it's 300 a month."

"Gemini Ultra 250 a month."

"You look at Spotify great European company the very best Spotify skew with the highest bit rate music totally lossless all the pods all the videos family plan everything was 20 $25 a month."

"Credit Karma has many opportunities to sort of inform and sell their company, their customers products. And it really, really works."

"But something like an Airbnb, you know, you can have all the vibe coding in the world. Like their network effect is incredibly powerful."

"What do you have today with Figma? You have an N of one network effects product, right?"

"Like some companies have hostages, not customers. If you actually have an SAP system, you are a hostage of SAP."

"I think Uber and Lyft are the most extreme examples of pure substitutes and a lot of the price has been competed away."

"I think Uber and Lyft are the most extreme examples of pure substitutes and a lot of the price has been competed away."