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AI and the Future of Enterprise Resource Planning
I do think that there is almost this room for a rippling or ash be like or hubspot-like fat startup approach. This feels to me like the first time that maybe Salesforce is vulnerable or certain ERP vendors are vulnerable. There are lots of connectors and integrations to other applications as a moat. The big moat for many of these companies is AI people know that they're already running on them, so it's hard to dispose.