YouTube Deep Summary

Salesforce and Service Now are two of the world's largest enterprise software vendors, each making more than 10 billion a year in revenue and each with a market cap of more than 200 billion. Both produce software needed to run the world's biggest businesses. Interestingly, both were founded about 25 years ago. Coincidence? I don't think so. Salesforce built the first cloudnative CRM and Service Now built the first cloudnative ITSM system. Both rode the cloud computing wave to victory over the respective incumbents. The story is much the same for Netswuite Success Factors and a host of other B2B startups from the early 2000s. The founders of these businesses realized that SAS offered a way to build a 10 times better product. Just as important, these founders knew that the incumbents would struggle to adapt to the new world of cloud computing, giving them the edge they needed to go up against them and win. AI presents the same once in a generation opportunity for today's founders. Tomorrow's enterprise software systems won't just be the system of record for work done by humans. They'll have AI embedded deeply and thoughtfully throughout and will help employees do their work faster and more accurately. Think Cursor for sales, HR, and accounting. Just as before, today's incumbents will struggle to rebuild their products around this new technology, giving today's startups the time they need to win. History doesn't repeat itself, but it sure does rhyme. Interested in building AI native enterprise software?