Executive Summary
A16Z's Martin Casado identifies a fundamental disruption brewing in enterprise software procurement: AI agents are beginning to make infrastructure decisions previously controlled by IT teams and central buyers. This shift threatens to reshape a multi-trillion dollar market where human decision-makers have historically controlled vendor selection and technical architecture choices. Casado observes that developers using AI coding tools like Cursor or Claude Code are no longer consulting IT-approv...
Key Investment Opportunity
ServiceNow Consumption Model Transition
ServiceNow's workflow automation platform positions it to benefit from AI-driven consumption patterns while maintaining business process defensibility
...and 1 more investment opportunities
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