Anish Acharya, a partner focusing on consumer investments at top-tier Silicon Valley venture capital firm a16z, recently stated on a podcast that as AI continuously lowers the barrier to execution, what may become truly scarce in the future is no longer execution capability, but rather human ambition and judgment. He believes the AI industry is still in a stage similar to the early days of the iPhone in 2010, and the real big opportunities for consumer AI might be hidden in "non-productivity" demands, such as programming agents, personal assistants, and entertainment and companionship products. Acharya disagrees with concerns that AI will create a "permanent underclass," pointing out that companies are shifting from "using AI" to "reorganizing around AI," with workflows and organizational structures potentially being redesigned.