The a16z Show

Why AI Isn’t Killing SaaS Yet

Episode Summary

Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp’s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.

Episode Notes

Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp’s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.

 

Resources:

Follow Ara on X: https://x.com/arakharazian

Follow Jack on X: https://x.com/JackFarley96

Follow Max on X: https://x.com/maxwiethe