Calls
3
Seema Amble
Partner, a16z Enterprise Team
Win Rate
100.0%
return
+30.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 07
$145.68
+36.5%
Workday has APIs but limits data extraction and documentation, making it very difficult for customers to cleanly extract all data or operate without Workday; this closedness reinforces switching costs and protects it from disintermediation.
AI Software
Long
Jul 07
$170.97
+42.5%
Salesforce is sticky because sales reps and managers have muscle memory, VPs mandate it, finance and marketing rely on its data, and it serves as a single source of truth and enforcement mechanism for go-to-market. Even with headless/agent access, the system of record remains valuable.
AI Software
Long
Jul 07
$94.66
+11.7%
Enterprise software is durable because it is built around human workflows, frequent read/write access, downstream processes, undocumented SOPs, muscle memory, cross-department dependencies, and the need for a single source of truth. This stickiness persists even as agents change how data is accessed.
Thematic ETFs
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Seema Amble has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: IGV, CRM, WDAY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
