Battery Ventures · 2 September 2026 · Investment Thesis

Defying Gravity: The System of Record in the Age of AI

Battery Ventures

AI is forcing enterprises to reconsider and replace legacy systems of record because they can't deploy AI agents without clean, consolidated data—creating a rare window for startups to displace deeply entrenched software incumbents across both horizontal and vertical markets.

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Topics: Enterprise Software · AI (Horizontal)

Published by Battery Ventures · their site ↗

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