Aaron Levie

where they would prefer that Salesforce wasn't with it.

But I think Salesforce is going to still maintain their dominance on CRM plus agents.

I think ServiceNow will maintain their dominance on ITSM plus agents.

There's still lots of startup opportunity to be very clear, but I wouldn't anticipate those guys going away in the process.

Yes, that's a great point.

I mean, Moveworks being acquired by ServiceNow, like that may have not happened before.

Then maybe there's one other byproduct.

This era of enterprise software, for the most part, you still have leadership teams or even founders.

running companies where they themselves were the disruptor.

And so everybody's very clear that you do not want to get disrupted.

That's scaling up to the biggest companies.

One of the fun stories of software right now is Sergey Brin goes in every day and is working on AI.

Like, this is like, think about the era that we're in where Sergey is just like coding and doing AI training right now.

Because not only is this probably, I shouldn't speak for Sergey, but probably the most exciting, you know, moment that they've had.

you know, as a technology company, but also he probably understands what's at stake to make sure that Google makes it through this journey and Sundar, you know, as well.

So you have these kind of like leadership, Sundar fully gets it, Sergey, you know, on board driving things.

It's been rumored that Bill Gates is, you know, back doing AI stuff at Microsoft here and there.

So what an incredible moment that founders are coming back to their incumbent companies because of how important this period is.

Yeah, so I think it's probably going to be a hybrid business model ultimately because I don't think AI disrupts still that sort of desk worker dynamic.

So I think we're going to have, it's going to be seats plus.