ICON 2026 — Blue Yonder CEO Duncan Angove isn't nervous to say ‘the agent is the app’ (or that the SI industry is about to become a product feature)
The SaaSpocalypse debate has made a lot of enterprise software executives - and investors - very uncomfortable. We at diginomica have written about it from multiple angles this year - including what our CIO network actually thinks - and the pattern appears to be vendors acknowledging the shift whilst also carefully softening its implications. And whilst there is ongoing analyst concern around the impact of the SaaS seat-based model, vendors across the enterprise field keep working hard to protect the core and keep the quarterly numbers steady.
Having spent time at Blue Yonder’s ICON conference in San Diego this week, it’s becoming clear to me that CEO Duncan Angove is less concerned about doing that. He’s taking the approach of radical honesty instead.
Blue Yonder, for those less familiar, is one of the world's largest supply chain software companies, owned by Panasonic, which has invested over $2.5 billion in R&D...
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