Can the Large Software Incumbents Survive the Agentic AI Competitive Threat?
Apr 08, 2025•5 min
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Episode description
In episode #274, I’m sharing some insight from a Mark Roberge talk in Tempe, AZ at PHX FWD. The software business is undergoing another major shift. In the 80/90’s it started with on-premise software, then ASP, then SaaS, and now AI.
- Business model changes
- What if agentic AI entered your space?
- Siebel Systems - from top player to SaaS laggard
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