All-in-One Incumbents Gain AI Edge

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Tommy Wang, Chief Business Officer at ClickUp, on the rise of the all-in-one

Interview
AI definitely benefits fast moving incumbents more than startups, in my opinion.
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AI favors incumbents when it makes an existing product suite more useful, not when it creates a brand new standalone habit. ClickUp already has tasks, docs, chat, goals, automations, and a shared work data model in one place, so each AI feature can act on real context and deepen usage. That is the same basic advantage Microsoft and Notion are chasing, embedding AI inside products people already open all day.

  • The hard part is not generating text, it is fitting AI into live workflows. ClickUp describes AI inside tasks, docs, chat, automations, and reminders, then tying adoption to migration and change management. That makes the winner less like a chatbot startup and more like the vendor that already owns daily work objects and can quietly remove busywork.
  • Incumbents also have more surfaces to spread AI across. Microsoft has turned its core productivity entry point into the Microsoft 365 Copilot app and positions Copilot across file creation, chat, agents, and app integrations. Notion similarly sells AI as part of the workspace, pulling from docs and connected work apps instead of a separate tool.
  • That does not mean every incumbent wins. ClickUp argues speed still matters, because AI features only stick if they are woven into a product that feels truly integrated. The company pairs broad seat based access with separate AI add ons, which lets it push AI into an existing installed base and monetize once teams start relying on it.

The next phase of productivity software will be a fight to become the default interface for work data. Companies that already hold the tasks, docs, conversations, and permissions will have the easiest path to turning AI from a novelty into a habit, and the fastest movers among those incumbents will keep pulling farther ahead.