“If you can sell a service and under the hood it's 98% automated, you can actually sell a service at the margin of a software business.”
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More from Pascal Unger
Insight
Unger: Outcome-focused AI businesses will out-invest software-only competitors
“I'm bullish on AI for professional services, but I'm also bullish on what I said as a thesis, right, to sell the outcome, not the software, because the more revenue you can generate as a company, the more you can invest in growth, and I think that's, unless yo…”
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Opinion
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“And I'm a bit skeptical in the image generation space as a whole. I do worry about that there's just way too much happening and that it gets commoditized too quickly for them to get off the ground in a meaningful way.”
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