Acharya: AI dev tools Cursor, Codex, and Claude Code will all grow
Anish Acharya · a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings · Feb 9, 2026 · at 12:04
Anish Acharya (General Partner at a16z) counters claims of AI application cannibalization, arguing that expanding total demand for software allows multiple specialized developer tools to thrive.
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“The desire and demand for software, both to make it and to consume it, is dramatically more than the supply that we have today, and I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect, Codex as an app, Codex as a CLI, Quadcode, like all of these products are going to find market fit and all grow, and if you look at any of the other markets, like Creative Tools, they're going to specialize and fragment in their own directions.”
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