> [!meta]- Document Info > **Author**: [[emcap.com]] > **Full Title**: Specialized Software Will Win in the Age of Generative AI > **Category**: #articles > **Tags**: #ai #go-to-market #product-development #saas #strategy > **Summary**: Emergence is a top enterprise cloud venture capital firm. We fund early stage ventures focusing on enterprise & SaaS applications. Emergence is one of the top VC firms in Silicon Valley. > **Note**: Software disruptors vs. incumbents is an interesting dichotomy. It's indicative of how AI/ML works: it has to facilitate something (data/product) which will almost always favor an incumbent. > **Source**: [Original URL](https://www.emcap.com/thoughts/specialized-software-will-win-in-the-age-of-generative-ai/) ## 📄 Full Document → [[Specialized Software Will Win in the Age of Generative AI]] ## 🔦 Highlights & Commentary - One key hallmark of an Industry Cloud company is “deep data.” ([View Highlight](https://read.readwise.io/read/01h1w9c5dbndev3pztvh8e87qr)) - Note: How do we think about "deep data" in the context of mySidewalk users? Given the sheer number of verticals we serve, are we even considered an industry cloud company? - Just as with Industry Cloud, the tighter the context around the problem a company is trying to solve, the more valuable these new AI systems will be. ([View Highlight](https://read.readwise.io/read/01h1w9h6m45k6jadbt07gv9ar3)) - Note: This is a fundamental challenge for us that we'll have to be super careful about. -  ([View Highlight](https://read.readwise.io/read/01h1w9sp9c8vst4r8zn8gak0dp)) - Note: This fundamentally makes sense, though, since AI/ML largely facilitates something, it would stand to reason that incumbents would be able to bring AI products to market faster than disruptors.