consumer builders

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 26, 2026 by Anish Acharya · across every show →

Everything said about consumer builders, oldest first

Aug 26, 2026 bullish
Opinion
Acharya: Consumer app renaissance is fueled by $200 monthly subscriptions
“It's like Christmas, 2009 with the iPhone. People want to try new apps, but unlike the 99 cents days, they're willing to pay 200 a month, so it's sort of a renaissance for consumer builders, and yeah, I think that things have changed.”
Anish Acharya Aug 26, 2026 ▶ 28:58 The State of AI: Models, Moats, and the Consumer Renaissance
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