AI
New AI tools sharpen disruption fears across software
Reuters describes how new capabilities can trigger a market rethink about enterprise software pricing and workflows.
AI product shifts can hit software valuations before they hit revenue — because markets price risk quickly.
What to know
- Faster automation changes what customers expect “out of the box.”
- Vendors may need to re-bundle features and re-price.
- Distribution (who owns the workflow) becomes the moat.
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