§ 18 · SECTOR DEEP DIVE · 3 PLATFORMS
Industrial Software
CAD, PLM, and simulation tools where decades of proprietary file formats create permanent dependencies.
3
Platforms
5.80
Mean B
6.89
Median B
3/3
Above B = 1
Key Structural Finding
Industrial software lock-in operates through proprietary file formats and decades of accumulated design data. Autodesk’s .dwg format is the de facto standard for architecture, engineering, and construction — the entire AEC industry is structurally dependent on one company’s file format. Dassault Systèmes (B=6.89) and Siemens Digital Industries (B=7.06) dominate PLM with product lifecycle data spanning decades that cannot be migrated without re-validating every design. These are the industrial equivalents of EDA — invisible but irreplaceable.
Sector Rankings — Siemens (7.06) to Autodesk (3.46)
| # | Platform | Ticker | Mkt Cap | Capture | Escape | B | Zone |
|---|---|---|---|---|---|---|---|
| 01 | Siemens Digital Industries | SIE.DE sub | N/A | 2.02 | 0.29 | 7.06 | BLACK HOLE |
| 02 | Dassault Systemes | DSY.PA | $45B+ | 1.97 | 0.29 | 6.89 | BLACK HOLE |
| 03 | Autodesk | ADSK | $60B+ | 1.45 | 0.42 | 3.46 | BLACK HOLE |
B-Index Distribution
Mean Parameter Profile
Capture Escape Extended