software spend
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 22, 2025 by Marc Andrusko · across every show →
Everything said about software spend, oldest first
Dec 22, 2025 bullish
Andrusko: AI Expands Software TAM 30x by Targeting Labor Spend
“The opportunity we're attacking used to be the 300 to four hundred billion dollars of software spend annually in the world. Now what we're excited about is the 13 trillion dollars of labor spend that exists in the U.S. Alone. It's made the market opportunity o…”