Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show
The a16z Show
- Published
- April 19, 2026
- Duration
- 58:45
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses inference.
Summary
This episode originally aired on The Kevin Rose Show. Kevin Rose speaks with Anish Acharya, general partner at a16z, about how AI is rewriting the rules of consumer software, the defensibility of network effects in a world where anyone can spin up an app in 48 hours, and why the real threat to consumer founders may be the cost of inference, not competitio…
Intelligent Report
Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →
Show notes
This episode originally aired on The Kevin Rose Show. Kevin Rose speaks with Anish Acharya, general partner at a16z, about how AI is rewriting the rules of consumer software, the defensibility of network effects in a world where anyone can spin up an app in 48 hours, and why the real threat to consumer founders may be the cost of inference, not competition. They also discuss model pricing, the future of the four-day work week, and peptides. Resources: Follow Anish on X: https://x.com/illscience
Themes
- inference