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When AI assistants replace Apps: Enterprise software vendors face long-term risks, Bank of America says Microsoft (MSFT.US) has taken the lead

When AI assistants replace Apps: Enterprise software vendors face long-term risks, Bank of America says Microsoft (MSFT.US) has taken the lead

智通财经智通财经2026/10/13 02:41
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According to Golden Ten Data APP, Bank of America stated in a report that if artificial intelligence (AI) assistants become the mainstream way people use software, it may pose a challenge to enterprise software vendors. However, the bank believes that Microsoft (MSFT.US), Salesforce (CRM.US), and ServiceNow (NOW.US) have the advantages to adapt to this transition.
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