Why Software Maintenance is the "Golden Gate Bridge" of the AI Era

In this episode, the team discusses the growing concern that artificial intelligence tools like Anthropic’s "Cowork" could render traditional enterprise software models obsolete. The team explores the "build vs. buy" economic reality for businesses, using a Golden Gate Bridge analogy to illustrate why the hidden costs of software maintenance, security, and hosting often outweigh the perceived savings of AI-generated applications. By analyzing the "data moat" of platforms like Salesforce and ServiceNow, the team provides a framework for identifying which SaaS companies are truly vulnerable and which remain essential systems of record in an AI-driven world.Please note that some of the companies discussed in this podcast may be held in an AMI strategy or in personal accounts including SNOW, CRM, NOW, ADBE, AMZN, and MSFT.