SaaS budgets

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 9, 2026 by Anish Acharya · across every show →

Everything said about SaaS budgets, oldest first

Feb 9, 2026 bullish
Assertion Not checkable as stated
Acharya: Enterprise spending is shifting from SaaS to human labor budgets
“I mean, we're already seeing it.”
Anish Acharya Feb 9, 2026 ▶ 29:53 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
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