Why Enterprise Software is well-positioned to capitalize on a new phase of AI-driven growth
Main Capital Partners’ take on the impact of AI on the Enterprise Software Industry
In this whitepaper, we explore the impact of AI on Enterprise Software, the implications for different software segments and business models, and how AI influences long-term software economics and value capture.
While concerns around disruption, pricing pressure and new development models dominate headlines, the underlying fundamentals of the sector remain strong.
Enterprise Software continues to benefit from durable characteristicslong-term competitive strengths, such as recurring revenues, strong cash generation, deep workflow integration and high governance requirements. As AI becomes embedded into core products, it expands functionality, improves productivity and enables new forms of value creation within existing systems of execution.
In this whitepaper, Charly Zwemstra, Bram Kaashoek, Jason Raats and Daan Dinkla examine how AI is reshaping the Enterprise Software landscape and what this means for software companies and investors.
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