AI Labor
topic on 3 shows · 4 statements across 3 episodes
the Official SaaStr Podcast
the a16z Podcast
20VC
4 statements about AI Labor, every show
Rampell: AI replacing labor will create a much larger market than fintech bundling
“Fintech made the market much, much bigger for software because of this bundling effect. And that pales in comparison to now software doing the job of labor, because it's like, yeah, fintech made it a little bit bigger, but now, instead of just being a dumb pip…”
Rampell: The AI labor market is vastly larger than traditional software
“That's where the market just expands massively once you throw in labor, because it's like you have this tiny, tiny market for software, which by the way is not that tiny. It's like a trillion dollars. Concentrically around that, you have like, you know, big on…”
Levie: Bundling digital labor removes seat limits, expanding software TAMs
“So, so we can now effectively think about our software as having labor attached to it, which for all of us building enterprise software is like a completely mind bending, you know, concept where we're no longer just limited by the number of people that we sell…”
Levie: Corporate org structures will survive AI disruption intact
“I think org structure stays the same. I think what happens is, is you now have the ability to sort of drop AI labor into any part of that org chart, And in fact, in many cases augment, you know, just whatever you would normally have had people go do.”