Labor Budgets
topic on 3 shows · 4 statements across 4 episodes
Innovators & Investors 
Lenny's Podcast 
the a16z Podcast
4 statements about Labor Budgets, every show
Venkatachalam: Autonomous AI systems sell into labor budgets, not software budgets
“Usually when companies sell these types of systems, they are selling into labor budgets of customers, not software budgets.”
Haber: AI software expands TAM by targeting labor budgets instead of IT
“You know, that is a really interesting opportunity for the moment, you know, in large part because it's unlocking markets that were never particularly interesting to software into because IT budgets were small and now, you know, the TAM is largely labor.”
Ramanujam: Labor budgets are 10x larger than software budgets
“If you're building a, you know, agentic AI product that taps into labor budgets are 10 X compared to software budgets.”
Agentic AI shifts enterprise spend from software budgets to labor budgets
“When you think about the willingness to pay of the organization, you're shifting from, you know, thinking about your existing software budget to thinking about your budget for labor. So if you're able to, you know, build a tool that, you know, is able to eithe…”