Major software cos with captive ecosystems should sell inference directly
boymanrobshit · x · 2026-08-23
Argues that major software companies like Salesforce or Workday, which possess existing customer ecosystems, should sell inference directly to those ecosystems rather than sitting on the sidelines. Inference is a massive market, and by not participating directly, these companies miss out on billions in inference revenue and a hyperscaler-like growth lever.
Related event: Big Software Firms Should Sell Inference, Analysts Say(3 posts)→
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