Alex Rampell

It's like you can't just sell to the new companies.

But you can do that for payment processing.

You can do that for ERP.

You can do it for a bunch of other categories.

Or maybe they don't, right?

It's like, who cares if they switch or not?

It's like, they'll hopefully die because they're using shitty software.

The fact that they won't switch is actually indicative of their mantra on everything.

They want to use old technology or they're hostage to old technology

Let's just sell into the future.

And betting on the future is more fun.

I mean, one of the things that's very, very challenging is you go start a company, you recruit 10 hotshot people from Meta, Google, whatever, and then they're bored to death.

Why are they bored to death?

Because they can't do anything.

It's like they were used to making little tweets that a billion people experienced every minute, every hour.

And now they're at a startup.

And the startup, it's been one and a half years, and they've made one sale.

And then you end up losing your talent because it's boring.

You can't actually do anything.

So it's nice to have these markets that can ramp quite quickly.