Jack Farley
👤 SpeakerAppearances Over Time
Podcast Appearances
That's what they're shooting towards.
And so if you want to justify that, well, you know, the entire labor market is a pretty big total addressable market.
Yeah, I mean, that's a problem.
And you are starting to see regulation, self-regulation.
I saw there was something today about, like, AI watermarking, basically, that content has been created by AI.
So there is some degree of, like, self-regulation happening here.
But I guess as far as, like, other trends that you are interested in tracking at Ramp, what are the other, like,
software-related trends that you think people should be paying attention to as it relates to the SaaSpocalypse?
Well, but it is interesting that like the other example we talked about was keeping track of what model your tasks should go to.
Like the biggest areas of growth that we all see are sort of just making sense of AI, right?
Making sense of what's happening in the AI ecosystem.
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?
So disruption can take a lot of different forms.
It can take the form of a company overtaking one of their legacy competitors.
It can also take the form of sort of like defensive M&A.
It tends to depend on like how quickly those legacy players are recognizing the speed of growth.
I'm sure you have people coming to you guys trying to get this data to understand how in danger their positions are.
Are these legacy players likely
Like in the conversations you're having about your data, how concerned are they about these upstarts?
And do you think we're going to see more defensive M&A or sort of legacy players getting left in the dust?