established enterprise software vendors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 7, 2026 by Steven Sinofsky · across every show →
Everything said about established enterprise software vendors, oldest first
Jul 7, 2026 bearish
Sinofsky: Incumbent software vendors will only bolt AI onto existing products
“The one thing that established players won't do is disturb their existing product line and go to market. So they absolutely will just be bolting AI on top of their existing product. They won't be getting rid of it. They won't stop working on it. They won't do …”