VC: new AI Systems of Record are greenfield plays redefining SoR, not replacing incumbents
matt_slotnick · x · 2026-09-26
Investor mattslotnick shared thoughts on how AI is reshaping Systems of Record:
- Most new AI SoRs are greenfield rather than replacements — they can't displace existing SoRs, but redefine what SoR means for AI-native companies
- Many products marketed as SoRs are, for now, just layers on top of incumbent SoRs
- Without owning the workflow layers above, a new AI SoR has no incentive advantage; new SoRs will naturally converge with knowledge-work offerings on top, a battle already underway
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