HOW AI CHANGES THE SOFTWARE VALUE CHAIN

Summary from the TLDR Founders newsletter

Workday spent nearly two decades getting HR and finance to speak the same language, then AI came along and changed the climate. The company spent $1.1 billion to acquire an AI interface layer to adapt to the change. Every control point in enterprise software is now operating in an environment changed by AI. Companies need to look at which points weaken in the new climate, and which ones thrive.