Microsoft Excel remained the world's most popular programming language throughout the Cloud and Mobile eras; with AI, however, English may assume that role, rendering spreadsheet software obsolete.
Well-written, this understanding that we see AI moving so fast and replacing things that we thought they have a real moat. It's the discussion we had on the buy side (and we are seeing the rotation in live). With that, I will say not all the software companies are the same. There is a benefit from our analysis to the niche that caters to very specific market, use case, and that they are being protected by regulatory constraints.
I tend to agree. I just tried to focus on Excel in this piece, and there is indeed a worthwhile discussion to be had about the prospects of different SaaS companies (i.e. your RSS reader / recipe collection app probably isn't going to end up the same as a system of record for government agencies).
Well-written, this understanding that we see AI moving so fast and replacing things that we thought they have a real moat. It's the discussion we had on the buy side (and we are seeing the rotation in live). With that, I will say not all the software companies are the same. There is a benefit from our analysis to the niche that caters to very specific market, use case, and that they are being protected by regulatory constraints.
I tend to agree. I just tried to focus on Excel in this piece, and there is indeed a worthwhile discussion to be had about the prospects of different SaaS companies (i.e. your RSS reader / recipe collection app probably isn't going to end up the same as a system of record for government agencies).
And sorry for the broken message. I used Wispr Flow, and it's butchered that.