Vertical software incumbents face existential pressure from AI-native competitors but have mostly opted for defensive bolt-ons rather than transformative M&A. The article argues that an acquisition wave is imminent, outlining why incumbents have delayed, what founders should build to become acquisition targets, and how the industry's "Incumbent Adoption Cycle" predicts the timing.
Read the full post on Euclid Ventures ↗
Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups
Published by Euclid Ventures · their site ↗
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