AI interfaces pose long-term risk for software cos; BofA sees Microsoft well positioned (MSFT:NASDAQ)
· seekingalpha.com
AI assistants may disrupt enterprise software. See BofA’s take on Microsoft, Salesforce, ServiceNow & Workday—and what it means for investors.
Bank of America said that AI assistants becoming the main way people use software could challenge enterprise software vendors, though it viewed Microsoft (MSFT)...