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Microsoft and Other Software Firms Plot Defense Against New OpenAI, Anthropic Threat

Uncertainty about how AI agents will impact the software business is sowing investor doubts about its future. Recent comments from one software executive show one way companies might respond to an onslaught of outside agents after their data.

By
Kevin McLaughlin
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,
Aaron Holmes
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and
Nick Wingfield
[email protected]Profile and archive
Art by Clark Miller

Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and analyze it with AI from other software providers?

“We will monitor it, we will meter it and we will monetize it,” Rangan responded. “Our platform is…open by design, but we are not a free data pipeline for everybody to take that information out.”

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