Ashwin Sreenivas

speaker

310 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Ashwin Sreenivas’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The a16z Show · How Enterprise AI Really Gets Deployed · 31 Jul 2026 podcast

I'm not as bought into the labs are the last startup view of the world, though.

And I think this is true both for SaaS companies and for the new AI startups.

Because in a way, human beings are kind of AGI, right?

And human beings have needed to use software for lots of things.

You know, you need databases to put stuff in.

You need CRMs to track things.

And I think even once you have AGI, all our

AGI agents are going to need somewhere to store work and pull information from and reason about things.

So I think a certain class of SaaS companies that were solely built for people to do work might face a bit of heat.

But I don't think software as a whole in any meaningful way is going away.

And I still think on the application layer,

there's so many different kinds of work that, that need to be done that can be done faster, more efficiently, more cheaply.

Uh, so I think there will always be a space for application layer companies.

Maybe in the longterm application layer companies just become labs for specific verticals, you know, because your primary product ends up being the models that are just really good at doing those specific tasks.

But I think the application layer is probably here to stay.

Uh,

I also want to kind of pick on another thing that you kind of said in passing.

Yeah, please.

And maybe this is like a spicier take of, oh, are application layer companies just for deployed companies that are kind of doing the last mile of work?

Yeah, I think it's a really hot thing.

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