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Anish Acharya is a General Partner at Andreessen Horowitz, investing in consumer and enterprise AI. His take on the classic Silicon Valley advice: go deep or go home. Not a hundred million free users, but 41,000 people paying $200 a month.
In this conversation, Anish explains the math behind narrow startups, why there are no marketing problems and only product problems, and why predicting TAM is a fool’s errand. He breaks down silver bullets versus lead bullets, the one pricing question every founder should ask, and the three traps that convince founders they have product-market fit when they don’t.
Recorded in 2025. Some product details and pricing may have changed since filming.
00:00 Intro
01:19 Go Deep or Go Home
05:14 EO Partner Highlight
06:10 Narrow Startups
09:45 Build for Pull, Not TAM
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