a16z, Anish Acharya: Is SaaS Dead in a World of AI? | Who Wins the Dev Market: Cursor or Claude Code
20VC with Harry Stebbings·2026-02-09 15:04
You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM. The general story that we're going to vibe code everything is flat wrong and the whole market is oversold software.>> I'm so excited to welcome Anish Akaya GP at Andre where he leads consumer and fintech investing at series 8. Now an interesting topic that's not discussed is the cost of transitioning from one SAS provider to another going dramatically down. So systems integration.I don't think we' ...