Riding the third wave: Eric Wei on AI’s impact on software — Advent International
Summary
This piece explains how AI is reshaping software and why vertical software companies are positioned to benefit. It highlights Advent International’s investment lens across vertical software, cybersecurity, and payments. It also points to Prometheus as an example of mission-critical industrial software that can expand through AI, new products, and international growth. The article connects software with payments and cyber, showing where value is shifting in the stack.
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