Embedded AI in Incumbent SaaS

The default way most enterprises will buy AI — bolted into software they already pay for. The public-market expression of the application layer.

Players

Players: Microsoft 365 Copilot MSFT, Google Workspace AI GOOG, Salesforce Agentforce / Einstein CRM, Adobe Firefly ADBE, ServiceNow Now Assist NOW, Atlassian Rovo TEAM, HubSpot Breeze HUBS, Intuit Assist INTU, SAP Joule SAP