SOR incumbents' AI win is theoretical so far, not practice
matt_slotnick · x · 2026-09-10
Slotnick says the theory that record-owning incumbents are poised to win AI hasn't played out in practice yet — companies rely heavily on third-party apps for key functionality, and many first-party SOR add-ons aren't good.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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