---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40742221.md"
description: "$UiPath(PATH.US)Now, let's compare directly: UiPath traditional RPA VS Enterprise AI automation (plain talk competition)(1) UiPath PATH’s advantages (only 2 left)1. Extremely stable, with decades of refining fixed processes. Old legacy systems that AI can't connect to, only PATH can.Many European and American bank and government systems are decades old, with no API interfaces; AI can't get in. PATH can only rely on simulating mouse operations.→ This is the fundamental reason why its old customers won't leave, its performance won't collapse, but its growth is stagnant.2. Large enterprises have bought it for several years, employees are used to it, and they don't want to replace it all at once. There's customer stickiness.(2) UiPath PATH’s disadvantages (root cause of the crash)1. Can only work rigidly; it's useless if things get slightly flexible. AI can flexibly handle various exceptions.2. Expensive: A robot costs several thousand dollars a year; AI is bundled for free in Office and cloud services.3. Requires dedicated maintenance, companies need to support operations staff; AI is basically fully automatic and requires no management.(3) Enterprise AI’s advantages1. Cheap or even free, directly bundled with Microsoft 365 and Google Cloud;2. Can handle exceptions, high fault tolerance, no human maintenance needed;3. Can understand documents, invoices, and transaction records without needing people to set up complex processes in advance.(4) Enterprise AI’s disadvantages1. Can't enter old, closed systems (PATH's only moat);2. Large enterprises worry about AI leaking internal confidential data and dare not entrust core financial tasks to general AI;3. In complex, ultra-long, multi-step processes, AI's logic can easily become confused.IV. In one sentence: Why PATH's performance is stable but its stock price crashes1. Existing old business: Vast numbers of old systems in Europe and America can't do without PATH → Old customers continue to renew, revenue and gross margin stabilize, won't go under.2. Incremental new business: New customers all use free AI, no one newly buys PATH → Order growth rate directly drops to 5%-8%, US stocks directly kill valuation, stock price keeps falling.V. Answering your most critical question: Why Doubao doesn't work, but foreign AI does?1. Doubao = Just any ordinary person on the street, flexible but careless, can't automatically operate computers.2. UiPath = An assembly line worker who can only do rigid tasks, inflexible, makes mistakes if the format changes, but can get into old systems.3. Microsoft Enterprise AI = A professionally trained worker who can only do financial reconciliation, can automatically operate software, has high fault tolerance, and doesn't act recklessly.VI. Final plain summary• PATH isn't completely killed by AI; its growth space is being taken away.• It will only become a small, stable traditional tool software in the future, with low-speed growth, no longer a high-growth tech stock.• Ordinary free AI (Doubao, ordinary GPT) can't replace it; paid enterprise AI is the real competitor.• Its only way out: Tie itself to Microsoft Azure, become AI's "legacy system connector," and survive by attaching to AI."
datetime: "2026-05-13T16:24:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40742221.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40742221.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40742221.md)
author: "[自在观世界](https://longbridge.com/en/profiles/21673677.md)"
---

# $UiPath(PATH.US)Now, let's compare directly: UiPat…


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