Keensight Capital managing partner says AI commoditizes models, shifts advantage to proprietary data and workflows

• Keensight management partner Philippe Crochet said AI has shifted competitive advantage away from foundation models toward proprietary data, embedded workflows, integration, sector expertise.
• He said AI is reinforcing entrenched, mission-critical software leaders with installed bases, proprietary datasets, deep customer integration, rather than broadly disrupting markets.
• Crochet outlined a push to become an “AI-first” investor, using AI across sourcing, market analysis, due diligence, portfolio monitoring, management support.
• He set three priorities: bake AI into investment theses, redesign internal processes around AI agents, accelerate AI adoption across portfolio companies.
• He flagged a shift from experimentation to scaled deployment, citing governance, data quality, cybersecurity, change management as key execution risks.

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