Seema Amble

1 episode · 1 moment · last on 21 May 2026

21 May 2026Live in Monaco with a16z and Nico Rosberg

1:15:5813 min

Seema Amble: Boring Businesses, the SaaSpocalypse & Why a16z Backed Leo

a16z partner Seema Amble explains why she loves 'boring' B2B businesses like SAP-style systems of record, then gives her read on the SaaSpocalypse: Datadog is really AI-benefiting infrastructure, while incumbents like Salesforce respond with marketing relaunches (headless 360) rather than real AI products. She argues home-built employee tools hit walls around compliance, maintenance and permissions, which keeps systems of record defensible. She explains why a16z backed the procurement startup Leo — founder Vlad's intensity plus a genuinely multi-agent approach to intake, sourcing and negotiation — and how AI startups now sell into the Fortune 500 by embedding FTEs in place of Accenture-style consultants, in a market where 100% of SaaS buyers are now in-market. She flags marketing, HR/Workday and recruiting as open areas she's watching.