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RT @skupor: Your government needs YOU to transform the federal government through modern software development. If you’re up for a huge chal…

RT @skupor: Your government needs YOU to transform the federal government through modern software development. If you’re up for a huge chal…

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

avatar for Anish Acharya
Anish Acharya
Tue Dec 16 00:19:58
Europeans w/ unlimited PTO take 4 more days off per year compared to those with fixed time off. The difference is negligible in US & Canada. Really cool insights for how a global company should structure
benefits.

Europeans w/ unlimited PTO take 4 more days off per year compared to those with fixed time off. The difference is negligible in US & Canada. Really cool insights for how a global company should structure benefits.

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

avatar for Anish Acharya
Anish Acharya
Mon Dec 15 19:55:00
I’ve been staring at our favorite chart lately and wondering if we can make a bottoms up case for making the expensive stuff cheaper (healthcare + education). And I don’t mean just sub-inflation growth in prices - I mean decreasing prices.

Anyways I tortured the gpt-5.2-pro model a bit with a few assumptions:

- widespread GLP1 usage’s direct and indirect impact on healthcare spend
- increasing student / administrator ratios in education
- AI driving significant gains in productivity for white collar work, with dramatic gains in areas that are purely administrative (phone calls, document processing, RCM etc)

And a constraint:
- assume all the market forces assumptions play out (ai / glp 1s etc) but the market structure changes won’t happen

So here is what you have to believe to get the very exciting new chart; the goals are 1.6%/yr price decline in healthcare and 1.8%/yr in education, compounded:

Healthcare gates
1.Admin automation must be deep: on the order of ~40%+ reduction in the effective admin-cost bucket (which is plausibly 25–40%+ of hospital cost).
2.GLP‑1–driven weight loss produces meaningful reductions in downstream spending (e.g., studies associate 10–15% BMI reductions with ~15–22% lower annual spending in relevant cohorts), and adoption is high amongst the costly populations.
3.Pass-through happens despite no site-neutral reform: i.e., competition/payer pressure forces these cost declines into lower negotiated prices rather than purely higher margins.

Education gates
1.The “support/admin” share (often ~35–50% in the Delta Cost function categories) must be cut by roughly 40–50% per student.
2.Instruction must see single‑digit to low‑double‑digit productivity gains without torpedoing outcomes.
3.Savings must translate to lower tuition, not just expanded services or cross-subsidies (this is where enrollment pressure and alternative credentials matter).

I’ll let you all decide how achievable you think this stuff is, but nothing seems outlandish …

Here is the ChatGPT conversation if you’re curious: https://t.co/yu8GmVPoAU

Here is the result if we do manage to stick the landing:

I’ve been staring at our favorite chart lately and wondering if we can make a bottoms up case for making the expensive stuff cheaper (healthcare + education). And I don’t mean just sub-inflation growth in prices - I mean decreasing prices. Anyways I tortured the gpt-5.2-pro model a bit with a few assumptions: - widespread GLP1 usage’s direct and indirect impact on healthcare spend - increasing student / administrator ratios in education - AI driving significant gains in productivity for white collar work, with dramatic gains in areas that are purely administrative (phone calls, document processing, RCM etc) And a constraint: - assume all the market forces assumptions play out (ai / glp 1s etc) but the market structure changes won’t happen So here is what you have to believe to get the very exciting new chart; the goals are 1.6%/yr price decline in healthcare and 1.8%/yr in education, compounded: Healthcare gates 1.Admin automation must be deep: on the order of ~40%+ reduction in the effective admin-cost bucket (which is plausibly 25–40%+ of hospital cost). 2.GLP‑1–driven weight loss produces meaningful reductions in downstream spending (e.g., studies associate 10–15% BMI reductions with ~15–22% lower annual spending in relevant cohorts), and adoption is high amongst the costly populations. 3.Pass-through happens despite no site-neutral reform: i.e., competition/payer pressure forces these cost declines into lower negotiated prices rather than purely higher margins. Education gates 1.The “support/admin” share (often ~35–50% in the Delta Cost function categories) must be cut by roughly 40–50% per student. 2.Instruction must see single‑digit to low‑double‑digit productivity gains without torpedoing outcomes. 3.Savings must translate to lower tuition, not just expanded services or cross-subsidies (this is where enrollment pressure and alternative credentials matter). I’ll let you all decide how achievable you think this stuff is, but nothing seems outlandish … Here is the ChatGPT conversation if you’re curious: https://t.co/yu8GmVPoAU Here is the result if we do manage to stick the landing:

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

avatar for Anish Acharya
Anish Acharya
Mon Dec 15 14:37:04
What this view assumes is that our ambitions are fixed while productivity improves

Our ambitions will grow faster than efficiency gains via AI and drive new human capital demands 

There is no way our current world is the maximal expression of what we want to achieve

What this view assumes is that our ambitions are fixed while productivity improves Our ambitions will grow faster than efficiency gains via AI and drive new human capital demands There is no way our current world is the maximal expression of what we want to achieve

Btw big fan of @buccocapital - I’d just quibble with the narrative here :)

avatar for Anish Acharya
Anish Acharya
Sun Dec 14 20:50:35
If you squint you can see how remixing browser content into workflows and mini-apps is the beginning of the “generative web” - where model artifacts can be published and contribute to a thriving internet.

If you squint you can see how remixing browser content into workflows and mini-apps is the beginning of the “generative web” - where model artifacts can be published and contribute to a thriving internet.

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

avatar for Anish Acharya
Anish Acharya
Fri Dec 12 16:05:05
RT @Bouazizalex: We are officially entering the @premierleague 🎉

Proud to announce Deel is the Official HR Platform Partner of @Arsenal ⚽…

RT @Bouazizalex: We are officially entering the @premierleague 🎉 Proud to announce Deel is the Official HR Platform Partner of @Arsenal ⚽…

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

avatar for Anish Acharya
Anish Acharya
Fri Dec 12 15:36:06
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