Autodesk: The Operating System of physical reality
High likelihood that the decline in share price is exaggerated by the narrative of software disruption through AI. Additionally, the market may underestimate the margin leverage from the direct sales model.
Reading Time: 2 minutes
Autodesk (ADSK) has evolved from a digital drawing board to an essential global language of the construction and building industry. The structural moat is substantial: In the AEC sector (Architecture, Engineering, Construction), software is not just a tool but the industry standard that enforces network effects. With entire educational paths built around these systems, the switching costs for customers are prohibitively high. By migrating from pure files to granular project data in the cloud ("Industry Clouds”), Autodesk solidifies this lock-in...
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