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Anish Acharya
@illscience
🦞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
The $1T consumer AI company is a “harness for human improvement” Think “/loop make me happier” Product problem: what are the life loops, what is happy? Interface problem: i think the chatgpt desktop omni voice approach is the right one Economic problem: need cheaper modelsconsumers don't care about productivity. consumers don't care about productivity. consumers don't care about productivity. .... consumers don't care about productivity.- A marketplace for model intelligence makes a lot of sense to me. Like humans, models have a large baseline of shared capabilities and then many variations of expertise, personality quirks, risk appetite, presumptuousness etc etc Comparative advantage for machine intelligence…
- Coding agents are tools for describing and manipulating the world, not just software. I left Qwen3.8-Max running all day with the goal of generating a five min National Geographic style documentary about Hall Beach, Nunavut, a map dot I saw on the plane home from London. It
- cross-selling is like this white whale that everybody in financial services chases and very few ever catch .. having two products that are working is extraordinarily difficult, much less 13 ..Robinhood now has 13 lines of business with over $100m annual revenue. If you had asked me when I worked there in the late teens, i would have guessed 3-5 lines get there maybe? Demonstrates the breadth and power of a financial platform
