Erik de Stefanis, Partner @ Interlace
Operating companies that own and deploy AI-enhanced custom software will capture more durable value than software vendors, whose moats are eroding; the key is rebuilding software around actual workflows, charging for value delivered, and leveraging margin compression to create enterprise value that accrues to business owners rather than SaaS vendors.
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Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups
Published by Erik de Stefanis · their site ↗
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