Anish Acharya
@illscience
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AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
San Francisco
Joined March 2009
I’ll take the other side, here are a few approaches that advantage app layer startups: 1 Categories that benefit from being *multi-model* - labs and big tech will only ever be able to offer their 1P models and in coding / creative tools etc you get better results by
My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to
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I’ve been staring at our favorite chart lately and wondering if we can make a bottoms up case for making the expensive stuff cheaper (healthcare + education). And I don’t mean just sub-inflation growth in prices - I mean decreasing prices. Anyways I tortured the gpt-5.2-pro
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Creating Cyborg Morrow on ‘Alien: Earth’ Was a Team Effort Across Editing, VFX, Prosthetics, and Actor Babou Ceesay
indiewire.com
'Alien: Earth': Creating Babou Ceesay's Morrow was a team effort across editing, VFX, and prosthetics. Watch Pass the Remote panel with artisans.
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Btw big fan of @buccocapital - I’d just quibble with the narrative here :)
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What this view assumes is that our ambitions are fixed while productivity improves Our ambitions will grow faster than efficiency gains via AI and drive new human capital demands There is no way our current world is the maximal expression of what we want to achieve
Two charts from @MeritechCapital 1. CEOs talking about getting more done with fewer people because of AI 2. Softening entry level hiring in software development and customer support
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If you squint you can see how remixing browser content into workflows and mini-apps is the beginning of the “generative web” - where model artifacts can be published and contribute to a thriving internet.
Google is taking a big swing at the core browser / search interface for the first time They're testing GenTabs, which turns a user's open tabs into a custom web app (ex. to plan a trip) 👇 The user can text prompt the web app to make changes
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No counselor knows your child like you do. So why would you let one promise to change something that can't be changed? Your child needs you.
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We are officially entering the @premierleague 🎉 Proud to announce Deel is the Official HR Platform Partner of @Arsenal ⚽ This is our first major move into sports. Thrilled to welcome Arsenal as a @deel customer to power their workforce operations. Let's go 🔴⚪
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.@illscience i think you'll like this one!
it can be as simple as this. it took 5mins. it’s my app, but also everyone else’s as they can remix it and make it their own. no looking through dozens of apps, n onboarding that takes forever, no extra features that i don’t really need, no ads. built with @wabi 🫧
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When Apple launched the App Store in 2009 the TAM for a mobile app was 6M iPhones. With the OpenAI launch of Apps SDK you can reach 900M ChatGPT users. ChatGPT will be the AI app store. Start your engines..
Part 2 of Big Ideas 2026, with takes from our American Dynamism and Apps teams on what next year holds for tech: https://t.co/mnpb9OJQF4
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Notes on building in the AI era (plus how a16z operates)
Great convo w @ollieforsyth covering the speed/emergent properties of this product cycle, founder psychology in a period of intense competition, unbundling tasks from jobs and AI native networks: Some takeaways: - Consumer is hypercyclical + very high stakes – most of Mag7 is
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Great convo w @ollieforsyth covering the speed/emergent properties of this product cycle, founder psychology in a period of intense competition, unbundling tasks from jobs and AI native networks: Some takeaways: - Consumer is hypercyclical + very high stakes – most of Mag7 is
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DG is a rare combination of one of the best investors in the world and one of the best humans. Don’t sleep on this conversation!
.@DavidGeorge83 leads @a16z Growth, which has backed some of the most successful technology companies including Stripe, SpaceX, Waymo, Databricks, Figma, OpenAI, and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they
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ChatGPT is three years old today; 3 years post iPhone: WhatsApp: < 10M users Uber: rides in San Francisco only Instagram: did not exist yet We’re so so early ….
today we launched ChatGPT. try talking with it here: https://t.co/uWra8LKFMN
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Visiting Japan in December? Stay at International Garden Hotel Narita and enjoy two seasonal dinner buffets: the Casual Italian & Winter Warm Cheese Fair, plus the Christmas Special Dinner Buffet on select nights. Enjoy great food with easy access to Narita.
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starting to see ChatGPT Apps in the wild, next year will be a scramble as product teams figure out how to play in this new ecosystem and there will be an arbitrage opp in adapting proven ideas from other platforms 2026 is shaping up to be the most interesting yet for AI apps..
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I made my first multiplayer app with @Wabi today and it just freakin works. Wow. Perhaps the future of social is micro..
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this is a really interesting point - as models get more intelligent and more efficient you can raise prices + cut costs (expanding margins) much harder to disrupt a brand / network / scale effect of a competitor
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Secretary of Defense Pete Hegeseth just publicly applauded Senator Katie Britt for her recent work! Top Republicans are calling Katie of the 'most effective leaders' of the US Senate...and she's just getting started. Does Katie have YOUR support? Join her team now!
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Excited to announce that @a16z is leading @ontradepost's seed round! Every platform shift spawns a legendary new set of consumer marketplaces - and AI is no exception. Tradepost is making everything instantly liquid, starting with tickets...and, the product launches today!
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Search + image gen is a lot more interesting than expected, notes: - nano pro w search trades off of aesthetics for accuracy, which makes it very useful for mass market image gen (think an e-commerce site that wants to generate product photography) - it makes sense that google
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BREAKING: The harsh truth about building a startup in the AI era? We’re living through the FASTEST product cycle in tech history. @a16z's @illscience says the next 1,000 days will mint multiple 100M-user consumer startups — driven by: • AI-native social networks • Voice as
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Narrow startups illustrated : nano banana pro / @krea_ai
For years, we assumed consumers wouldn’t pay for software. Now people are happily paying $200+/mo for products like Claude, Grok 4 Heavy and Gemini. Not because they’re for everyone, but because they’re 100x better for someone. The free tier is the funnel. The real product is
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