The Reasoning Show The Future of Enterprise Software?
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Feb 4, 2026 A forward-looking look at how AI could upend legacy enterprise software and SaaS economics. Short takes on whether companies will build more custom software or stick with familiar big vendors. Questions about agentic tools enabling new collaborative software communities. Consideration of the hidden costs and organizational choices firms face as AI reshapes software ownership.
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GPU Allocation Shapes Platform Strategy
- Large platform vendors like Microsoft face trade-offs in GPU allocation between internal products and cloud ecosystem needs.
- Aaron Delp references Ben Thompson's analysis on how those allocation choices affect software strategy and monetization.
Agents Could Multiply Developer Output
- Agents could enable companies to write far more software if they deliver disproportionate productivity gains.
- Aaron Delp frames this as a potential multiplier for developer output and product differentiation.
Reassess Build Versus Buy Carefully
- Evaluate whether building internal software truly creates business differentiation before replacing SaaS.
- Aaron Delp warns enterprises to account for ongoing maintenance and lifecycle costs if they choose to own software.