Anish Acharya

Anish Acharya: AI Roll-Ups, '1% Have Seen God' & Selling AI

a16z's Anish Acharya explains why he's skeptical of AI roll-ups of traditional firms like accounting practices: dispersed operators and 'peanut-buttered' efficiency gains make them fragile. He unpacks his '1% have seen God' tweet using Ben Evans' power-user data, reacts to Eric Schmidt being booed at Arizona State, and argues the industry should sell AI by making expensive things — above all US healthcare administration — cheaper. He also covers consumer AI (950 million ChatGPT weekly actives but no AI-native distribution channel yet, likening now to 2010 before Airbnb and Uber), enterprise deployment compared to the early AWS era, and whether we already have 'AGI for code.' The conversation closes on programmer angst and past abstraction shifts, elevator operators vs. ever-growing accountant counts, Musk's Mars-tied payout, the coming OpenAI/SpaceX/Anthropic IPOs, and the return of hard-tech ambition.

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