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CRMPANWWDAYINTUBULLISHSubstantive discussion · 3/5

M&A as a key playbook for software incumbents

The case presented was that established software leaders can use M&A to acquire innovative AI technologies from the private ecosystem, integrating them into their existing roadmaps and installed base.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE