AI 正在快速解锁传统系统迁移项目的积压需求
Why we picked it
Ethan Mollick 说老企业的旧系统迁移因 AI 突然变便宜，300 亿美元存量市场正在被打开，做企业服务的可以看看。
传统系统软件迁移市场长期被限制在每年约 300 亿美元规模，原因是迁移成本过高而维护相对便宜。Ethan Mollick 与一些老牌企业交流后发现，大量已经立项但搁置的低成本迁移项目，正因 AI 的介入被意外快速激活。这类积压需求此前长期无法释放，AI 降低了迁移成本后开始进入实际执行阶段。
Original · Ethan Mollick
The market for software migration from legacy systems has been limited to $30B a year or so because migration is very expensive and maintenance is easier. Talking to older firms, there is a real backlog of scoped cheaper migration projects being unlocked by AI surprisingly fast
