Special Dialogue: How Will Generative AI Reshape the Enterprise Market—Sansan's Terada × Anthropic Japan's Tojo
- First dialogue between Sansan's Terada and Anthropic Japan's Tojo
- Focuses on generative AI's impact on the enterprise market
- Explores the future of the IT and consulting industries
- Reads enterprise AI adoption from both supply and demand
A dialogue between a SaaS founder and the head of an AI model company is itself a microcosm of the enterprise-AI market's structure: one side holds many enterprise customers and data at the application layer, the other supplies the underlying intelligence at the model layer—how they divide labor and contend for value is this AI wave's core question.
The structural focus is "where value settles." As generative-AI capability commoditizes quickly, supplying models alone may not monopolize profit long-term; the real moat may return to who owns enterprises' workflows, data and trust relationships. The dialogue between a SaaS deeply rooted in enterprise scenarios (Sansan) and a model supplier (Anthropic) reveals exactly this value chain being reshuffled.
For Taiwan's IT and consulting industries, the subtext is worth savoring: AI will not kill enterprise software, but it forces every firm to re-answer—in the AI era, is your irreplaceability built on the model, or on understanding the customer's business?