AI enterprise software
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 23, 2025 by Jake Stauch · across every show →
Everything said about AI enterprise software, oldest first
Oct 23, 2025 neutral
Stauch: AI Software Categories Will Be Dominated by Single Winners
“And I think the same thing is going to happen in AI. And in this case, a lot of times it might be the incumbent that still wins, but there are going to be AI native competitors creating a massive, massive value in these categories. And I don't know That it's g…”