Enterprise AI moat shifts to GTM
Aaron Levie pushes back on the idea that AI collapses enterprise-software defensibility to zero. His claim is that software creation got easier, but the full enterprise platform still depends on taste, security, differentiated quality, and a costly go-to-market machine.
The useful framing is cost structure. If sales, marketing, trust, procurement, implementation, and support remain the plurality of spend, AI changes product velocity without erasing the distribution and reliability work large customers buy.
the barrier to entry of merely building software is basically zero, but the barrier to entry of building a trusted, enterprise-grade platform with scale distribution is still extremely high.