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Anaplan CEO: AI isn’t eating software. It’s sorting it

Charlie Gottdiener· ·5 min read · 0 reactions · 0 comments · 34 views
Anaplan CEO: AI isn’t eating software. It’s sorting it
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The narrative that AI will consume software is misleading, as the reality is more complex. A new architecture is emerging in enterprise software, dividing vendors into those whose value is diminishing and those whose value is increasing. This shift highlights the importance of Deterministic Domain Authority (DDA) systems that provide accuracy and compliance, contrasting with the probabilistic nature of large language models (LLMs).

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Fortune · Charlie Gottdiener
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Original publisherFortune
Canonical URLhttps://fortune.com/2026/05/18/ai-enterprise-software-deterministic-domain-authority-saas-split/
Publication timeMon, 18 May 2026 11:30:00 +0000
Retrieval time2026-05-18T11:34:56.486Z
Last seen2026-05-18T11:34:56.486Z
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Opening excerpt (first ~120 words) tap to expand

“AI will eat software” has become the reigning market narrative. It’s a provocative narrative, and it may be directionally correct, but it’s about to mislead a lot of investors and operators. The reality from inside the software space is more nuanced — and the implications for who wins and loses are more profound. Recommended Video A new AI-driven computing architecture is splitting the enterprise software landscape into two camps: vendors whose competitive moat is evaporating before their eyes, and those whose value has just multiplied. This restructuring isn’t arbitrary, nor is it a question of execution or branding. It follows a clear architectural logic most market observers haven’t yet articulated.

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