Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

April 19, 2026 · 59 min · Episode 1082

About this episode

Kevin Rose interviews Anish Acharya about the impact of AI on consumer software and investing.

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.

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