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Unit4 said it will enable new and existing cloud ERP customers to trial its AI tools for free if registered before December. Under the program, Unit4 will give customers access to its Advanced Virtual Agent (AVA), which works across Unit4's ERPx platform, through August 31, 2027.

According to Unit4, customers in the program will have a usage cap high enough for everyday use without exceeding limits and no commitments or surprise costs. When the trial ends, customers can decide whether to proceed with a subscription. Unit4 said its AI tools ae model agnostic and provide governance and context built in.

For midmarket companies, these programs are handy since a big part of their strategy will have to revolve around AI agents built into existing applications as well as bespoke apps and use cases.

People have the AI bubble all wrong. It's not a technology bubble. It's a real estate bubble that rhymes more with the subprime mortgage crisis in 2008 than the dot-com boom. That's the takeaway from a post by Groundbreaker.

The gist:

"The market is pricing AI as a technology cycle when its actual anatomy is that of a credit-driven real estate cycle - which is precisely why the 2008 mechanics apply - and the two break for entirely different reasons.

Technology cycles are driven by innovation and adoption; their risks are obsolescence and competition; they live or die on whether the product is wanted, and they can de-rate slowly as the future is repriced.

Real estate cycles are mechanical: leverage, hard assets, occupancy - debt-financed construction at scale, commercial leases disguised as take-or-pay contracts, and long construction lags that guarantee supply arrives after demand has turned. Walk down the AI build-out and every feature is a property development in disguise: a data center on entitled land, financed with debt against the structure and leased to tenants on take-or-pay terms."

Hat tip to Wall Street money manager George Noble for flagging the Groundbreaker post.