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lemax 2 hours ago

Yes, we're in for more headless interfaces and there are existing products that will struggle to serve these new interaction models due to organizational constraints. But I don't think it's as simple as asking "are they a system of record" as we think about the companies that will adapt and thrive and the new ones that will come. Enterprises are investing AI spend into improving core processes and responding to competitive pressure, not saving money and introducing risk into areas they have historically delegated to vendors. AI is going to give us more software, and increase spending as firms seek efficiency in new areas, and they're going to continue to knock on doors of vendors to do it as they always have. Not to mention the demand for auditable, repeatable workflows is still there and always going to be there and dedicated systems are needed to solve this in each problem domain.