POPA ReconGeneral Framework for Looking at Software Opportunities from First Principles
General Framework for Looking at Software Opportunities from First Principles Large enterprises adopt AI slowly due to compliance and budgeting constraints, meaning deeply embedded, vertical-specific software vendors that own proprietary customer workflows and data are highly insulated from DIY AI disruption and may gain new pricing power General-purpose, horizontal software providers (like Salesforce) are highly vulnerable because their core functionalities are easily replicated by AI, and institutional investors are increasingly penalizing their valuations by auditing stock-based compensat…
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