I can checkmate you in a single move, before the chess match begins. The matchup? Your proprietary data against my algorithm that adapts in real time.

This is one of the best repeatable sound bites I’ve heard from the Big AI space. It’s Microsoft AI’s positioning statement used at their recent Build conference.

ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.

Part I: Defining Life Most companies think their competitive advantage comes from software, data, or AI models. But that assumption is becoming obsolete.

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