TAM Software

topic on 1 show · 1 statements across 1 episodes

All-In

1 statements about TAM Software, every show

ALL-IN Prediction Not checkable as stated
Aaron Levie predicts AI will expand software TAM by capturing offline services
“I just don't agree with the TAM compression because I think there's another kind of counter event that's happening that, that AI is, is really going after like services. And so that then conversely expands the TAM software where IT budgets weren't usually appl…”
Aaron Levie Dec 20, 2024 ▶ 1:11:25 DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback

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