The Business Engineer

The Business Engineer

Enterprise AI: From Software to Substrate

Gennaro Cuofano's avatar
Gennaro Cuofano
Dec 13, 2025
∙ Paid

Enterprise SaaS Becomes Embedding.

Enterprise SaaS is migrating from “tool you buy” to “infrastructure you’re woven into.” The value proposition shifts from features to integration depth.

This is the Embedding Mental Model: enterprise vendors don’t sell software anymore—they sell irreversibility. Salesforce isn’t a CRM; it’s a data layer other systems depend on. Workday isn’t HR software; it’s the canonical source of organizational truth. The product is the interconnection.

For enterprises, switching costs don’t come from learning curves or data migration headaches. They come from the fact that 47 other systems now assume your existence. You’ve embedded into their workflow graph.

Enterprise vendors don’t sell software anymore—they sell irreversibility. The product is the interconnection.


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