[joschmo]

UiPath vs. Automation Anywhere was a hotly contested debate amongst the growth investor set for the last 3-5 years but the massive distance UiPath has put between it and AA in the last 12-15 months is remarkable.

Dubious on the very long-term value of the company as SaaS providers continue to eat away at some of its core use cases in banking / financial services, and both large RPA vendors have had some disastrous deployments outside of their core industries but there's so much value in replacing massive BPO spend in financial and professional services oriented enterprises. This one's a winner in the near to mid-term at the very least.

[bob33212]

If you have to buy bots like this you are already fucked. Your workforce is already spending enormous amounts of time doing simple processes or data entry.

[CrazyCatDog]

Welcome to public audit, buddy. Every publicly listed firm has an audit team assigned and they UiP the ____ out of everything and anything your publicly traded investment throws at them.

[bob33212]

Exactly

[tartoran]

Or they’re using legacy software that will forever be crystalized under a flimsy layer of UiPath automation. Lots of large institutions in this market hence the large market capitalization. If things weren’t complicated enough now they will see a lot more spaghetti infrastucture and this is not a turnkey solution, this needs an initial setup and a lot of maintenance as well