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Geoff Nielson argues that fears of AI disrupting enterprise software companies like Salesforce (CRM) and Workday (WDAY) are overblown. He explains why their sticky business models remain a competitive advantage and why AI could create outsized opportunities for mid-cap companies rather than making established software providers obsolete.

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Nielson: Fears of AI's Threat to Enterprise Software are Overblown

Schwab Network

Nielson: Fears of AI's Threat to Enterprise Software are Overblown