Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
Benedict Evans · Is AI a platform shift or a paradigm shift? With Benedict Evans · Apr 10, 2024 · at 10:16
Benedict Evans (tech analyst and former Andreessen Horowitz partner) presents a mental model for how enterprise software markets originate from general-purpose platforms.
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“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
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