Seema Amble
@seema_amble
partner @a16z // investing in b2b AI companies // strong opinions on 🍕
加入 June 2011
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Many of the big cos that will make it are likely the ones that benefit from the complexity that AI creates vs just betting on new agent success (also Datadog is more infra and not pure play SaaS - harder for the latter)
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Datadog destroys earnings, growth keeps accelerating. True AI beneficiary.
HubSpot is later today. If it projects acceleration (harder than Datadog to pull off, admittedly), then the SaaSpocolypse is official over.
We will see.
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