Seema Amble
Seema Amble is a partner at Andreessen Horowitz, where she focuses on early-stage SaaS and B2B fintech investments globally. She joined the firm in 2019 after over a decade of investing in software and fintech, including roles at Goldman Sachs Investment Partners, LeapFrog Investments, and Altamont Capital Partners. She holds a BA in Economics and a JD/MBA from Harvard University, where she was a Baker Scholar.
“It's a fight between distribution and innovation, which to take my partner Alex Rampel's phrase.”
Source→“An airline company needs to procure a bolt for, say, Boeing needs to procure a bolt.”
Source→“You brought in Accenture to do your SAP customization.”
Source→“The legacy incumbent is limited to their system of record and that record that they have, and they're not completing the end-to-end job.”
Source→“A year ago, I made this meme, which was the slap on a chatbot strategy, which is essentially like all the incumbents effectively had a chatbot that sat on top of the system record... The principal agent, you're actually weighing, okay, should we offer more compensation? Because that was a pretty terrible outage and we want to reserve the relationship.”
Source→“When Agentforce launched, it was very easy for customers to say, yeah, I'm going to sign up for the Salesforce agent, especially if it was offered at almost no extra cost.”
Source→“Some of them are saying, okay, let me partner with OpenAI, Anthropic, one of the labs, and try to build out, take that model capability and complement what they have.”
Source→“I use this legacy system of record, I'm on Coupa and I don't want to buy anything else.”
Source→“Fabrizio Serafini, Seema Amble, and Eric Zhou at a16z surveyed a year of computer-use deployments and found the frontier has shifted from clicking the right button to reliably doing the job”
Source→“If agents operate software directly, dashboards and user habits stop being durable moats. Advantage moves toward proprietary data, execution systems, and embedded operational context. — Seema Amble”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.