Episodes featuring Anish Acharya

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20VC with Harry Stebbings

a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?

20VC with Harry Stebbings · Feb 09, 2026 · 6 recommendations · Summary available

Anish Acharya, a GP at a16z, challenges the narrative that SaaS is dying and argues that the market is actually oversold on the threat of AI disruption. Rather than "vibe co...