Everything Seema Amble said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Amble: Postgres and APIs cannot easily replace SAP's business logic
“Misconception right now is that you can just have, you know, Postgres database and APIs, and then bam, like you can replace SAP. That's like absolutely not true. That piece around the logic and everything else that is in captured in SAP is way, way more import…”
Amble: Legacy software incumbents will fail to build great AI agents
“I'm not bullish on the incumbent software building great agents on top.”
Amble: Marketing content creation and tracking will be automated within two years
“And then I think in the next year or two, a lot more of this content is going to be generated on a more automated, fast basis. And the like measurement and collection of the of the performance will all be collected and done on an automated basis.”
Amble: Salesforce Headless 360 is merely a rebranding of existing APIs
“I don't, from what I can tell, nothing actually changed. Their three 60 product was the same APIs that had always been exposed, now rebranded as their three 60 product.”
Amble: Workday limits third-party API access and documentation
“Workday makes it extremely difficult to actually, like, get access to the documentation and work with the, like, and they don't expose all the endpoints.”
Amble: A top-20 accounting firm is prepared to spend $500M on software
“One of the firms we talked to, it's a top-twenty firm, they were ready to spend up to five hundred million dollars either building or acquiring software.”
Amble: Fine-Tuned GPT-4o Reached 90%+ Accuracy vs 20% Base in Accounting
“I met an accounting AI company a couple of weeks ago that had said, They tested GPT-IV-O against their benchmarks, and it was like, 20% accurate. They then tested Claude, and it was like, 50 to 80%, and then a fine-tuned version of GPT-IV-O, they were getting …”
Amble: LLMs Lack Planning Abilities Needed for End-to-End Automation
“The LLMs are not good at planning, right? They're good at predicting the next step. And as part of that, you can't rely on LLMs to do the end-to-end Processing yet.”
Seema Amble: Enterprise Teams May Trust Audited AI Over Humans
“And I think we're getting to that point where people are realizing, wait a second, if I can review and audit all the actions before they go out and it's faster and I can get results, like maybe I can trust them more than the humans.”
Amble: Software value shifts to data and logic in agentic architectures
“The UI doesn't matter because the agent isn't accessing the software via the UI. We could unpack whether the UI matters or not, but in the idea of it, that being headless is the data, the Logic, everything stored below it is really where the value is, not just…”
Amble: B2B companies are increasingly merging sales and marketing functions
“One of the biggest shifts we're seeing in B to B companies is the trend of sales and marketing coming together.”
Amble: AI Onboarding and Templates Accelerated AI Presentation Software Growth
“There's a whole set of presentation software, AI-driven presentation software that's been growing really quickly in the last year or two. And this category actually I wouldn't say struggled, but it was growing much more slowly. It was harder to get folks to ge…”
Amble: Vertical SaaS Startups Scale by Automating Manual Workflows With AI
“On the vertical SaaS side, a lot of, we're seeing a whole set of new companies that are popping up around these sort of basic manual work processes, because if you're a vertical provider, so if you're providing software to vet clinics, for example, There's a l…”
Amble: Most a16z SaaS Portfolio Companies Choose Main-Branch Foundation Models
“Making your life easier and getting most of the benefits of AI by staying on the main branch is where we are right now. And so that's like what we're seeing resonating with more of our companies.”
Amble: Standalone AI Products Require Direct Founder-Driven Energy to Differentiate
“If you're launching an AI product, a standalone product, or it's not just like the feature top up saying summarization or autocomplete, but it's really a standalone product. You really do need that like founder level engagement and drive to push the product fo…”
Amble: AI-First SaaS Startups Are Narrowing to Specific Verticals
“What we are seeing is a lot of companies who are building AI first SaaS applications start to narrow down either on a use case or a market versus being more horizontal.”
Amble: Many Failing Enterprise AI Use Cases Will Work in One Year
“Again, I check it in a year. I'm sure there'll be many more use cases that weren't working now that aren't working out that will be then, but yeah.”
Amble: No Company Has Figured Out AI SaaS Pricing Yet
“Every company that's looking at AI pricing has
Not really figured out which of these four or maybe something else is working.”
Amble: AI shifts marketing from one-to-many to many-to-many
“Now we can start creating way more content and really matching the content and to the individual. So instead of it being, you know, a message of like, you know, one to many, it's a many to many relationship which is really exciting to see.”
Amble: AI will shift marketing roles from doers to reviewers
“The first shift we're going to see is the shift from being the doer. So I'm not writing the email, but I'm reviewing the email. So doer to reviewer.”
Seema Amble: Agencies Will Shift from Generation to Strategic Direction
“It's like, well, the agency can be helping you on direction versus versus the actual generation of the content.”
Amble: SMBs are driving the earliest adoption of AI marketing agents
“The agent is starting to take on more of the end to end tasks, especially where we're seeing this the most is on the SMB side. And why is that? So SMBs typically are spending a lot on marketing agencies because they don't have marketers internally, or they may…”
Amble: Enterprise AI agent adoption lags due to higher quality standards
“As you get to more enterprise customers, a level of quality matters a lot more. And so I think they're probably a little more hesitant. And they've got, you know, organizationally, they have big, big teams. They're relying on certain processes. It's a change i…”
Amble: AI marketing automation layer will emerge to orchestrate software tools
“There is going to be an automation layer that's built and it's either going to plug into a bunch of individual tools or perhaps one of the tool players will end up taking this on and, you know, allowing the orchestration between between tools or across tools, …”