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Sovereign AI Infrastructure vs Seat-Based SaaS — Ventech
Ventech partner Stephan Wirries explains why AI agents may force a structural reset in software: seat-based SaaS under pressure, a shift to outcome pricing, enterprise systems of record, sovereign AI infrastructure, and Europe's chance to close historic software gaps before the window narrows.
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Why this matters for deep tech: Sovereign AI infrastructure is deep tech's software frontier. If agents reprice software toward outcomes and infrastructure, Europe's opening is in the regulated, sovereign layer — not another…
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