I think Autodesk is like the Microsoft of the built environment, providing critical software that engineers, product designers, and architects use as building plans become more digitally drawn, and the need for sustainable architecture demands more software intensive analysis of the conditions, and modelling complex geometries. AI in Architecture is also still in its early stages, and Autodesk has a plethora of software tools, not just 2d and 3d drawing/modelling.
Autodesk's softwares are widely used among engineering firms and architecture firms, and have a history, so there will be alot of switching costs and dependency on the software, making customers sticky.
Autodesk also has a business model which provides free educational license accesses to their software in architecture/engineering schools, this makes students dependent on the software from the very start.
Autodesk is also a widely known industry standard for building blueprints, yes there is Sketchup, Rhino, and Grasshopper, but they are more specialised for product design, interior design, and parametric building facades which can also be exported to Autodesk's Revit to then be used in the 3d modelling there.
The above 3 points boast a very strong moat for Autodesk in my opinion.
Im an architecture student, and I dont hold any position in Autodesk yet but I most likely will in the future.
TL;DR : Microsoft of the built environment, moat of dependency, industry standard for building blueprints, AI in architecture is still early, demand for digital software to improve efficiency and sustainability of planning buildings/cities/products
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