Enterprise AI Winners Aren't Predetermined: SaaS Incumbents Must Build Agents, Argues Investor
matt_slotnick · x · 2026-09-02
Continuing his thread on SaaS and token spend, mattslotnick rejects the idea that winners and losers among large companies are preordained by existing traits. He argues incumbents have agency — and need to use it to actually build agents, rather than watching the AI layer get built on top of them by someone else.
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