I’m pondering CEO Leisto’s AI statements. In the short term, defensive margin protection is understandable, but what about future growth? Is Admicom “Nordeafying” and just polishing a single diamond to make it shine brighter?
The speech emphasizes the nature of system of record data and its role in training AI. Could this data actually be the “meat,” rather than the ERP software itself? In other words, should Admicom rather take a hit on margins and capture the market to acquire customers and more data?
If data is ultimately the most valuable piece of the business cake, it might even be profitable to pay competitors for data delivery, if you can refine it into valuable content and sell it back in a processed form. In other words, in the long run, Admicom shouldn’t think of itself as (just) a software company? Saascalypse wouldn’t be a horror story, but an opportunity for change (boy, that last sentence really smelled like consultant-speak).
I really don’t know the construction industry, so the freedom to toss ideas around feels wonderfully light.