Roy: Ground-up AI-native enterprise apps will defeat incumbents bolting on features
Ranjan Roy · OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence · Dec 22, 2025 · at 16:37
Ranjan Roy and Alex Kantrowitz discuss whether legacy enterprise software tools like Slack can adapt to AI or will be replaced by AI-native startups.
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“There's this whole debate, like, within the software, especially enterprise software world, like, yeah, do you build from the ground up in completely AI native apps, or are these kind of incumbents going to be able to add on AI? I don't think they will, and we see it in every single AI add-on that's been introduced anywhere, versus, like, something as simple as granola, if anyone uses it, that kind of, like, transcribes your calls, or even whisper flow, which I was talking about earlier. Like there are all these AI native apps starting to pop up, but I am a big believer, and this is even in my own like professional life that taking large amounts of data and kind of building completely AI native experiences on top of them is someone is going to win that.”
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