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Feb 09
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AVOID
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Ali Ghodsi
CEO, Databricks
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The market is waking up to the risk facing software companies that rely on complex user interfaces rather than proprietary data. (Anchor mentions Monday.com down 20% as an example). Historically, a software company's "moat" was that it was hard for humans to learn a new interface. AI destroys this moat because humans can now just "talk" to an AI agent to get tasks done, bypassing the specific software interface entirely. If a company doesn't own unique data (is not a system of record), it can be easily bypassed or replaced by an agent. The rapid shift to natural language interfaces (like Databricks' own "Genie") replacing complex technical dashboards. Oversold conditions; some vendors may successfully pivot to becoming "agent-first" platforms. |
CNBC
AI upends the software ecosystem
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