Anish Acharya(@illscience):Sharing the deck we presented to our LPs last Friday with a snapshot of the broad market, AI applications, and consumer. Market Technology progress vs economic diffusion What if it isn't a bubble Moats are discovered, not designed Model (non)commoditization Apps Turning the intelligence primitive into economic outcomes Apps that benefit from different "minds" Company as a set of loops Shape of automation in the enterprise Consumer Headwinds to consumer AI Coding agents vs personal agents /loop make me happy Digital Mainstreet

Anish Acharya

@illscience

🦞AI Apps investing @ A16Z; A1111; Boards of Ethos, Krea, Deel, Clutch, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu

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Anish Acharya@illscience

2026.08.25 20:06

Sharing the deck we presented to our LPs last Friday with a snapshot of the broad market, AI applications, and consumer. Market Technology progress vs economic diffusion What if it isn't a bubble Moats are discovered, not designed Model (non)commoditization Apps Turning the intelligence primitive into economic outcomes Apps that benefit from different "minds" Company as a set of loops Shape of automation in the enterprise Consumer Headwinds to consumer AI Coding agents vs personal agents /loop make me happy Digital Mainstreet