Software’s AI reckoning: The case for selectivity
ANALYSIS: The market has treated deeply entrenched incumbents in much the same way as commodity platforms with shallow customer relationships. That is where the opportunity lies.
AISource DALL-E Software.
Nicholas Simmons
Tue, 24 Mar 2026
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
The global software sector has long been one of the market’s most reliable sources of compounding growth. Recurring revenue, high margins, deep customer relationships, and powerful network effects combined to produce businesses that, once established, were extraordinarily difficult to dislodge.
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Nicholas Simmons
Tue, 24 Mar 2026
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
