Breaking the Wall Between Software and Services
For decades, the technology industry has operated with a clear division of labor. Software companies built products. Consulting firms, systems integrators, and outsourcing providers helped enterprises implement, manage, and optimize those products.
That separation has been remarkably durable because software and services are fundamentally different businesses. They require different operating models, different investment philosophies, different client relationships, and different margin structures. But as enterprises begin investing in agentic AI and agentic-native environments, I believe that long-standing boundary is beginning to break down.
The result could reshape not only how software is delivered, but also how technology providers, consultants, and systems integrators compete and collaborate in the years ahead.