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AI & Enterprise

Tech Insight: Headless software era raises new competitive advantage

Enterprise software companies such as Salesforce and ServiceNow are rolling out headless platforms designed for AI agents, drawing attention to how the software landscape may change. Andreessen Horowitz partner Seema Amble wrote that as agents read and write data directly, competitive advantage will shift away from UI-driven habits. She said hard-to-copy workflows, defensible proprietary data, ownership of an execution layer, real-world fulfillment and potential network effects will matter more.

AI & Enterprise

Tech Insight: Why the world still runs on SAP ERP

SAP, Salesforce and ServiceNow remain widely used at global companies despite being complex and hard to change, a16z partners Eric Zhou (에릭 조우) and Seema Amble (시마 앰블) wrote. They said legacy systems store core enterprise data and embedded processes, making replacement costly and risky. They cited examples of failed or expensive SAP migrations. They also said AI is starting to change ERP implementation, day-to-day use and system expansion.