Source: Fortune.com
Summary
The rise of large language models (LLMs) is changing the enterprise software landscape, commoditizing the interface layer and creating a new stack of specialized layers. The Deterministic Domain Authority (DDA) is becoming the most valuable layer, providing verifiable and auditable computations. SaaS vendors whose core value is making data beautiful and easy to query are at risk, while those owning deterministic, authoritative, and scalable computation will survive.
Our Reading
The numbers tell one story. The new stack of LLM, DDA, and Model Context Protocol (MCP) is redefining the enterprise software landscape. SaaS vendors are being split into two camps: those whose competitive moat is evaporating and those whose value has multiplied. The DDA is the new battleground, with vendors like Anaplan building deterministic planning infrastructure.
The strategy enters a familiar phase. Vendors are being forced to adapt to the new reality, with some casualties already evident. Business Intelligence and dashboard tools are being superseded by LLMs, while workflow automation tools and collaboration layers are next. The survivors will be those who own deterministic, authoritative, and scalable computation.
Author: Evan Null
