In the age of AI, the defensibility of software companies is shifting from ease of coding to deeper, less visible attributes. While AI tools like generative AI and machine learning are lowering the barrier to entry for software development, true enterprise value now lies in factors below the waterline. These include domain expertise, proprietary data, deeply embedded workflows, compliance, and customer relationships, which are harder for AI to replicate. Companies that can leverage these foundational elements to create unique intelligence from data, even without owning the primary data source, are poised for long-term success. AI
IMPACT Shifts focus for software companies from coding ease to deeper, harder-to-replicate attributes like data and workflows.
RANK_REASON Opinion piece discussing the impact of AI on software defensibility and enterprise value.
- computer vision
- CPP
- generative artificial intelligence
- machine learning
- mergers and acquisitions
- natural language processing
- Pascal
- Paul Lachance
- Software Equity Group
- Visual Basic
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