New episode just dropped. I sat down with Anish Acharya, Partner at Andreessen Horowitz (A16Z) and one of the most plugged-in consumer investors in tech. We worked together at Google years ago, and what I love about Anish is that he’s not just writing checks - he’s a programmer. He’s in the code every day, same as me. We got into all of it: why I’ll never look at code again, the personal injury lawyer who won the global Claude Code hackathon by building software that rivals a venture-backed startup, why SaaS is getting demolished, and Anish’s wildest prediction - that America will get the 4-day work week the same way it solved obesity. Not through discipline. Through Ozempic. I also made the mistake of pitching my wife on using AI agents to settle our marriage arguments. It did not go well. Whether you’re deep in the 1% or wondering what the hell we’re all so excited about, this one’s for you. Listen or watch the full episode here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.kevinrose.com

AI's Top Investor: "1% Have Seen God. 99% Are Oblivious."

The Kevin Rose Show

# Full Transcript

**Podcast:** The Kevin Rose Show

## Participants

- **Kevin Rose** (None)
- **Anish Acharya** (Andreessen Horowitz)

## Transcript

1% of us have seen God and 99% are just oblivious. The idea guys are sort of having a moment. In fact, it's funny, I'm looking for new ideas to work on. In the old days, somebody would give you their app idea and you'd be like, here we go again. And now I'm like, cool, how about I build it for you? What has changed for me is someone that dropped out of computer science because I just couldn't keep up with everyone else. I always had the creative ideas, but my ADHD was too bad that I just couldn't remember all the syntax and I was thumbing through manuals back in the day and ****.

Trying to add the C++ Bible or whatever they called it. When you're a child, nobody tells you, Kevin, you're bad at drawing or you're good at painting. The thing that I think we need more than UBI if we ever get to that place is universal basic purpose. And the way you actually get the French Revolution is less that people don't have enough money, though that's part of it, and more that people don't have something important to work on. Everybody's got to feel like they're on a hero's journey.

I was talking to my wife and I was like, we're getting into a lot of arguments about X, Y, and Z. What if we just had a conversation with a model that built out these frameworks for us, that understands what we like, how much we care about certain things, and then we just have our models go and duke it out? And she looks at me and she's like, this is one of the worst ideas ever. I'm just like ****. Anish, we're back. Nothing has changed at all, so I don't know what we're going to talk about. Exactly. How long ago did we do that episode together? God, four or five months?

And everything has changed. It's so amazing. Dude, great to have you. Real quick primer for everyone. Your partner, general partner, Andreessen Horowitz. That's right. You focus primarily on consumer investing. That's right. Anything else to mention on that front? I mean, I focus on consumer, but I'm a programmer. I mean, I grew up the same way that you grew up. We worked at Google together. We worked at Google together. Yeah, yeah, yeah. So I've got, consumer is my area of investment focus, but I've got a ton of personal interests outside of that. Love it. All right, we've got a lot to talk about. I figured this would be like a fun little variety show, cover all the things AI. Yeah, yeah, yeah.

Let's get into it. Get this out fast. Get people thinking about what's coming. You've got a list. I've got a list. Do you want to start first? Well, I want to hear more about what you've been working on. Because I experienced one of your products this morning. You've been obsessed with the models. Yeah. You're just like, you can't stop programming. Yeah. I mean, tell me what you're working on and then tell me how much you think it's real productivity versus productivity p...

AI's Top Investor: "1% Have Seen God. 99% Are Oblivious."

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

AI's Top Investor: "1% Have Seen God. 99% Are Oblivious."

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.