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Integrations as Competitive Advantage by @ttunguz

Summary by Tomasz Tunguz
Software systems work best when they’re connected to each other. For years, incumbents use deep integrations as a competitive moat. But AI upends this dynamic. A few of our portfolio companies are starting to develop integrations with AI in a matter of hours, completely upending the two or three quarter timeframes of classic enterprise integration development. This enables two important impacts to the sales cycle. First, the integration a custom…
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Tomasz Tunguz broke the news in on Friday, April 18, 2025.
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