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RPA has three types of users.

1. Web-first consumers too dumb to use more modern, structured interfaces, or migrate away from platforms that don't offer them.

2. Business units in large enterprise companies with dysfunctional IT that can't develop.

3. 40+ year old industries with a heritage of legacy computing systems, complex enough that migrations are measured in decades.

#1 doesn't have much money. #2 is eventually going to get their act together. And #3 is services-heavy, because they want you to support their kooky tech stack.

But essentially... if you can't fully support legacy Windows (mainframe + Java + Powerbuilder et al.), don't get in the game.

Which is a long way of saying it's winner-take-all, due to the volume of business required to amortize that custom Windows work over. UiPath realized this, which is why they pushed the pedal to the floor to goose growth.

(Also, Automation Anywhere's architecture and core tech is a kludged-together joke)



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