Labor Spend

topic on 2 shows · 2 statements across 2 episodes

the a16z Podcast 20VC

2 statements about Labor Spend, every show

a16z Assertion Partly supported
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…”
Marc Andrusko Dec 22, 2025 ▶ 0:50 How AI Agents Will Transform in 2026 (a16z Big Ideas)
20VC Assertion Supported
Lazarte: US labor market spend is $10T versus $1T software market
“If software spending in the US is like a trillion dollars, but labor spend is like 10 trillion, and now, like, the AI companies are going after the labor spend, and so the outcomes are going to be, like, insanely larger than they were before.”
Victor Lazarte Apr 14, 2025 ▶ 37:45 Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings

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