Enterprise leaders are making a structural mistake by deploying AI on infrastructure they do not own, transferring their institutional intelligence to external platforms. This shift is becoming apparent as enterprise software stocks underperform the S&P 500, signaling a change from traditional SaaS models to an agentic AI economy. Goldman Sachs notes that AI agents are reshaping software economics, moving value from software access to the work performed, which pressures per-seat licensing models. AI
IMPACT Highlights the critical need for enterprises to retain ownership of AI-generated intelligence to avoid vendor lock-in and ensure long-term value.
RANK_REASON Opinion piece discussing the strategic implications of AI deployment and data ownership in enterprises.
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