20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z

You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM? I think the general story that we're going to vibe code everything is flat wrong and the whole market is oversold software. Now an interesting topic that's not discussed is the cost of transitioning from one SaaS provider to another going dramatically down. I don't think we're allowed to believe in luck, Adam Dreessen.

We have to see 100% of the deals in our domain and that we win 100% of the deals that we go after. This is 20 VC with me, Harry Stebbings. Now one of the most played shows that we've done recently was Alex Rampel at Andreessen. They are on a fricking tear.

And I'm so excited to welcome another incredible GP from Andreessen today, Anish Akaya, GP at Andreessen, where he leads consumer and fintech investing at Series A. He serves on some incredible boards, deal, mosaic, clutch, Titan, and one that I really want to invest in, Happy Robot, and he's had early bets in some incredible companies like Runway and Carbonated. Before Andreessen, he founded and sold two startups, Snowball, which was acquired by Credit Karma, and Social Deck, which was acquired by Google, and he also scaled Credit Karma's US car business to over a hundred million members. But before we dive into the show today, over 80% of Fortune 100 companies are running their businesses with Airtable.

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