Kolicich: 95% of Incumbent Software Companies Have Not Launched AI Products
Alex Kolicich · Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale · Feb 17, 2026 · at 43:17
8VC partner Alex Kolicich discusses how public market AI excitement has overlooked application software despite incumbents possessing strong distribution advantages.
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“I've thought for a long time that would rally because you'd have existing incumbent businesses launching AI products, and you'll see that they have data gravity and they have workflow, workflow gravity. They're a great channel to sell AI to their businesses, and so they'll be huge beneficiary of distributing AI to their customers, and I'd, 95% of them have not done that.”
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