麦肯锡：2025以AI为核心的战略必要性：驾驭下一代软件前沿研究报告（英文版）（15页）.pdf

1、Technology,Media&Telecommunications PracticeThe AI-centric imperative:Navigating the next software frontierWith AI-native upstarts redefining speed and scale,software incumbents hoping to remain competitive must fully embrace the new technology to reinvent their value proposition and internal operat

2、ions.This article is a collaborative effort by Jeremy Schneider,Joshan Abraham,Matt Linderman,and Naveen Sastry,with Mnica Perestrelo and Shayan Salam,representing views from McKinseys Technology,Media&Telecommunications Practice.October 2025The software industry is entering a new eraand it may yet

3、prove even more disruptive than the software-as-a-service(SaaS)revolution that preceded it.The emergence of gen AI and,more recently,agentic AI is not just another technology wave;it is a foundational shift redefining what software is,who builds it,who uses it,and how companies are organized and ope

4、rate.Gen AI alone is projected to unlock$4.4 trillion or more in annual value across the global economy,with software companies poised to capture 10 to 15 percent of that totaland agentic AI may well accelerate the speed at which this value is realized.But capturing it is far from guaranteed,and inc

5、umbent companies will face heightened competitive intensity and complex new challenges.Some may not survive.Recent moves by AI players such as OpenAI underscore this urgency.By embedding their own AI-powered sales,support,and contract tools directly into workplace processes,these companies could end

6、 up competing with the very SaaS players they have been enablinga shift that may further upend industry dynamics and intensify the pressure on those incumbents.Gen AI and agentic AI may start by creating new ways for users to engage with software,but the technology should ultimately have a much grea