Vibe coding everything is just not worth it, says A16z partner Anish Acharya.

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A16z general partner Anish Acharya argues on the '20VC' podcast that the idea of vibe coding everything is 'flat wrong.' He points out that software represents only 8–12% of company expenses, so using AI to rebuild internal tools like payroll or ERP systems yields minimal savings while carrying real risks. Instead, he says companies should direct AI toward core business development and optimizing the other 90% of costs. His comments come amid a software stock sell-off triggered partly by Anthropic's new AI tool, and he echoes Vinod Khosla's view that current stock prices don't reflect the true trajectory of AI adoption.

A16z partner says that the theory that we'll vibe code everything is 'flat wrong'