Customer workflows emerge as the AI era's new moat

The article argues the real AI moat lies in embedding into customer workflows: an assistant handling renewals and approvals is hard to replace even if a better model appears. Schneider Electric's ~$22.6B deal for PTC, the Synopsys-OpenAI partnership and ElevenLabs' 15M+ weekly conversations illustrate the strategic value of owning where AI operates.

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