Anish Acharya
General partner at Andreessen Horowitz (a16z) and former founder/engineer; provides venture and product insights on SaaS, AI, agents, and investing throughout the episode.
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Feb 12, 2026 • 1h 22min
Anish Acharya: Is SaaS Dead in a World of AI?
Anish Acharya, general partner at Andreessen Horowitz and former founder/engineer, shares sharp takes on AI’s impact on SaaS. He explores why coding agents lower switching costs and reshape competition. He contrasts incumbents vs startups, debates apps versus foundation models, and warns about agent overhype while outlining new defensibility and UI shifts.
