TAM software
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 20, 2024 by Aaron Levie · across every show →
Everything said about TAM software, oldest first
Dec 20, 2024 bullish
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…”