enterprise software incumbents
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 9, 2023 by Alok Goyal · across every show →
Everything said about enterprise software incumbents, oldest first
Jan 9, 2023 bearish
Jun 20, 2024 bearish
Batchu: Enterprise AI is sustaining innovation favoring incumbents with distribution
“The way we're seeing AI being incorporated into a lot of businesses is that it's more of a sustaining innovation and not a disruptive innovation, if you were to use kind of Clay Christensen's framework. In, for example, in BtoB, it hasn't become a big enough w…”