Autodesk in 2025: Reimagining the Future with AI

By Raj Joshi, Robert Burgelman
2025 | Case No. SM406 | Length 14 pgs.

In mid-2025, eight years into his tenure as CEO, Andrew Anagnost is navigating Autodesk through its most rapid period of change, driven by three strategic vectors: optimizing its go-to-market function, growing new “design and make” businesses, and integrating artificial intelligence (AI) across its portfolio. Having successfully transitioned the company to a subscription model and initiated major organizational shifts since 2017, Anagnost now faced a landscape reshaped by AI’s disruptive potential.

The first strategic vector involved optimizing the go-to-market machine to deliver industry-leading margins after a multiyear overhaul that shifted from a channel-centric, buy-sell model to a direct-to-customer, commission-based structure. The second focused on accelerating growth in new businesses, particularly the industry cloud platforms—Fusion (manufacturing), Forma (AEC), and Flow (M&E)—which were growing significantly faster than the core design business and are critical to building a more defensible, full life-cycle company.

The third and most transformative vector was the pervasive integration of AI. Anagnost believed AI, particularly large language models and Autodesk’s own industry-specific foundation models, would render traditional user interfaces obsolete within a decade and fundamentally alter customer workflows. This AI-driven shift was central to enhancing product capabilities, solving customer capacity problems, and defending against a new wave of agile, AI-native startups.

The case explored Anagnost’s leadership in balancing these transformations, managing intense customer and competitive pressures, and navigating shareholder relations, all while reimagining the future of design and make.

Learning Objective

The key learning objectives of this could are the following:

  • Analyze CEO Andrew Anagnost’s leadership in navigating rapid technological change, specifically the integration of AI.
  • Evaluate Autodesk’s multi-pronged strategy: optimizing go-to-market, growing new “design and make” businesses, and embedding AI.
  • Assess how Autodesk balances delighting legacy customers with driving disruptive, long-term innovation.
  • Examine the challenges of managing a multi-faceted corporate transformation while facing competitive and shareholder pressures.
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