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Jack Farley

👤 Speaker
155 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Why AI Isn’t Killing SaaS Yet

That's what they're shooting towards.

The a16z Show
Why AI Isn’t Killing SaaS Yet

And so if you want to justify that, well, you know, the entire labor market is a pretty big total addressable market.

The a16z Show
Why AI Isn’t Killing SaaS Yet

Yeah, I mean, that's a problem.

The a16z Show
Why AI Isn’t Killing SaaS Yet

And you are starting to see regulation, self-regulation.

The a16z Show
Why AI Isn’t Killing SaaS Yet

I saw there was something today about, like, AI watermarking, basically, that content has been created by AI.

The a16z Show
Why AI Isn’t Killing SaaS Yet

So there is some degree of, like, self-regulation happening here.

The a16z Show
Why AI Isn’t Killing SaaS Yet

But I guess as far as, like, other trends that you are interested in tracking at Ramp, what are the other, like,

The a16z Show
Why AI Isn’t Killing SaaS Yet

software-related trends that you think people should be paying attention to as it relates to the SaaSpocalypse?

The a16z Show
Why AI Isn’t Killing SaaS Yet

Well, but it is interesting that like the other example we talked about was keeping track of what model your tasks should go to.

The a16z Show
Why AI Isn’t Killing SaaS Yet

Like the biggest areas of growth that we all see are sort of just making sense of AI, right?

The a16z Show
Why AI Isn’t Killing SaaS Yet

Making sense of what's happening in the AI ecosystem.

The a16z Show
Why AI Isn’t Killing SaaS Yet

When you look at the growth in SaaS, is there anywhere where it's not tied to AI that you're seeing growth where there isn't some connection?

The a16z Show
Why AI Isn’t Killing SaaS Yet

So disruption can take a lot of different forms.

The a16z Show
Why AI Isn’t Killing SaaS Yet

It can take the form of a company overtaking one of their legacy competitors.

The a16z Show
Why AI Isn’t Killing SaaS Yet

It can also take the form of sort of like defensive M&A.

The a16z Show
Why AI Isn’t Killing SaaS Yet

It tends to depend on like how quickly those legacy players are recognizing the speed of growth.

The a16z Show
Why AI Isn’t Killing SaaS Yet

I'm sure you have people coming to you guys trying to get this data to understand how in danger their positions are.

The a16z Show
Why AI Isn’t Killing SaaS Yet

Are these legacy players likely

The a16z Show
Why AI Isn’t Killing SaaS Yet

Like in the conversations you're having about your data, how concerned are they about these upstarts?

The a16z Show
Why AI Isn’t Killing SaaS Yet

And do you think we're going to see more defensive M&A or sort of legacy players getting left in the dust?