Servus,

which (software) companies do you think will benefit the most from AI development and why?

I mean really in the end application, so please no chip manufacturers, data centers etc. (shovel sellers).

For example, I think there will be companies like. $NOW (+0%) or Hubspot (linking doesn't want to work😅). The workflows here are automated even further by AI, for example, and companies save employees in that they also run the already good software in a much more automated way.

I have been invested in ServiceNow for a long time, and I have Hubspot on my list.

Can you think of any less obvious winners in AI development in the end-use space? Where you might not even think about it yet?