Parent company of over 1,500 enterprise software businesses.
Chris Blumas' recent analysis of Constellation Software isn't just a financial call; it’s an architectural thesis arguing that deep, specialized domain knowledge is a superior enterprise moat to general-purpos...
↗ In the era of AI, the most valuable enterprise software is not the groundbreaking model itself, but the proven, domain-specific integration layer that reliably applies that model to mission-critical, complex business workflows.
