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AI platform value tied to customer workflow integration

The biggest AI deals lately—like Schneider Electric buying PTC for $22.6 billion—aren't just about the smarts of the models. It's about embedding AI deeply into the workflows customers already use, handling everyday tasks like insurance renewals and HR requests. Once an AI system connects to an organization’s internal processes, replacing it becomes tough and risky, which locks in customers and raises the platform’s value.

Why it mattersCompanies with AI tightly woven into customer workflows don’t just provide tools—they become essential infrastructure. This stickiness makes future competition harder and explains why investors chase platforms anchoring real, recurring work.

Sources covering this

Crunchbase NewsWhy Customer Workflows Are Becoming The Moat In The AI Era11:00 AM →
Concise Signal DailyEnterprise AI, security & business tech.Weekdays, 7am Eastern · Sample issue

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