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    Artwork for The a16z Show
    Episode

    The State of AI: Macro, Apps, and Consumer

    The a16z Show · Aug 26, 2026 · 37 min
    Episode page

    Anish Acharya joins Jen Kha to break down the next frontier of AI, from the evolving model landscape and open-source AI to why the application layer, and consumer AI in particular, may be entering a new phase. Anish explains why he believes there will be multiple winners at the model layer, why traditional moats like network effects, scale, and brand still matter, and how companies can choose…

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