当人工智能技术开始颠覆传统软件领域时，最佳防御就是主动出击——奥本海默最新研报如是强调。分析师指出："软件供应商必须成为颠覆者，那些不愿重构架构的企业终将被时代淘汰。"
报告认为，软件供应商需要加大对AI原生平台的投入，首先在核心业务之外的领域实现突破，继而颠覆自身主营业务，即便这可能暂时稀释利润率。分析师特别提到："AI代理将与人类协同工作，因此软件企业需要成为客户的智能代理层，并加速颠覆那些现有企业创新滞后的领域。"
值得注意的是，AI技术迭代速度惊人，软件公司亟需通过原生AI解决方案加速重构平台与产品架构。在这场变革中，被动守成者很可能错失战略机遇窗口。
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