• Can the Large Software Incumbents Survive the Agentic AI Competitive Threat?

  • Apr 8 2025
  • Length: 5 mins
  • Podcast

Can the Large Software Incumbents Survive the Agentic AI Competitive Threat?

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  • Summary

  • In episode #274, I’m sharing some insight from a Mark Roberge talk in Tempe, AZ at PHX FWD. The software business is undergoing another major shift. In the 80/90’s it started with on-premise software, then ASP, then SaaS, and now AI.

    - Business model changes

    - What if agentic AI entered your space?

    - Siebel Systems - from top player to SaaS laggard

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