fuddie
02-11

$Microsoft(MSFT)$  The notion that ‘AI will eat enterprise software’ overlooks the actual narrative. AI does not replace enterprise software; it supercharges it.

Systems of record still hold significance. Data integrity remains crucial. Security, compliance, workflows, and governance continue to matter. What is evolving is how these platforms are utilised, not their necessity.

Enterprise software is becoming more intelligent, more automated, more outcome-driven, and more embedded in daily work.

AI requires clean data, structured processes, and trusted platforms to deliver value. That is not a threat to enterprise software; it is fuel.

The winners will not be companies that attach AI for marketing purposes. They will be the ones that deeply integrate AI into core workflows and genuinely make customers faster, smarter, and more efficient.

This is not the end of enterprise software. It is the commencement of its most potent chapter.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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