EngineeringInnovation
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Autodesk’s Moat Is Thinner Than Wall Street Thinks

Autodesk has enjoyed a beautiful monopoly for decades. Architects, engineers, manufacturers — they all pay the toll. AutoCAD, Revit, Fusion. Subscription revenue flows in, Wall Street applauds, and $ADSK trades like a company with a permanent seat at the industrial software throne. That throne looks a lot shakier than investors want to admit. Browser-based, open…

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