historical software incumbents
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 20, 2024 by Kimberly Tan · across every show →
Everything said about historical software incumbents, oldest first
Dec 20, 2024 bullish
Tan: AI agents target labor budgets, making legacy software comparisons false
“So I think it's actually like a false comparison to look at the historical software incumbents and say, oh, this is The cap on what a company could become. I think there's just so much untapped opportunity that technology just wasn't able to penetrate before.”