Episode

Why companies are becoming a series of loops | Anish Acharya (a16z)

Anish Acharya, general partner at a16z focused on consumer investing, argues the 'permanent underclass' fear around AI is overblown given decentralized model competition and slow economic diffusion, and describes companies becoming cascading 'loops' where agents handle repeatable work like coding, sales, and support while humans supply intuition to escape local maxima. He predicts a split between frontier and mid-tier models by job function, and argues consumer AI's next big opportunity is loops that make people happier, not just more productive.