Episode #14: Industrial Tech Quarterly – Part 2: Industrial AI in the spotlight (co-host Sebastián Trolli)

In part 2 of our 2025 review, Sebastián and myself finally look
at the trend that dominated the headlines and discussions around
industrial tech in 2025 – Industrial AI.


We take a closer look at:


-       Remarkable trends and
impressions from 2025 fairs, conferences, etc.


-       The development of AI
in industrial software and automation


-       Recent AI initiatives
of large automation vendors and hyperscaler


-       Agentic AI – and the
distinction between vision and reality


-       Whether AI is really
eating (industrial) software


-       The shift towards
outcome-based revenue models


-       The vendor landscape,
different strategies and the need to partner and to think in
ecosystems





And for sure we reflect in our discussion the recent AI hype (or
hysteria?) and valuation impact on Enterprise SaaS that
accelerated in the first quarter of 2026: Why industrial AI is
different from enterprise AI! And what all that means for
mid-size industrial software players!


 


Enjoy listening – and feel free to share your thoughts on this
episode!





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Time Stamps:


(00:00) Intro


(02:57) Industrial AI – 2025 impressions and key take aways


(12:21) Industrial AI – bringing structure into the discussion


(22:44) Industrial Agentic AI – Vision vs. Reality or supply vs.
demand


(30:35) AI eating SaaS – beyond the noise


(35:05) Outcome-based business models – where do we stand?


(40:21) The way forward – is there a winning strategy?


(45:16) And what does that all mean for SMB software vendors?


(49:46) Summary & Outlook





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For more industry and M&A insights and how we support
industrial tech players in M&A and strategy related
challenges, also take a look at our other channels: 


Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2


LOEBIG-ADVISORS on LinkedIn:
www.linkedin.com/company/loebig-advisors


Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/


YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS





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You would like to discuss the impact of AI on your industrial
software business and what it means for sell- or buy-side
activities? Feel free to contact us!