Data and distribution-centric moats form as AI software production costs decline
PLTR Palantir Technologies Inc
$200.97 -3.69%
View chart & analysis → - 1As AI lowers software production costs, proprietary data and deep integration into customer operations are becoming key moats.
- 2CrowdStrike has secured a scale of telemetry data that competitors cannot match in the short term through more than 7 trillion security events analyzed daily.
- 3ServiceNow executes more than 100 billion workflows annually, creating an environment where it is difficult for customers to switch to other low-cost AI tools.
So what's the key point?
As the cost of making software with artificial intelligence decreases, data and customer management capabilities have become more important. CrowdStrike and ServiceNow have created environments that are difficult for competitors to follow through vast data and workflows.
Source The Motley Fool +1 · View original ↗
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