Alex Rampell

It won't be sticky.

The conversation that I have with every entrepreneur that has one of these companies is,

is like, how are you going to make this sticky?

How are you going to, pardon my language, get the hostages?

How do you hold these customers and make sure that if you are, I'll give you an example.

I'm an investor in a company called Salient, which is probably the market leader in kind of outbound loan servicing for autos.

And this is a conversation I have with Ari.

It's like, what if Talient shows up

the make-believe competitor of Salient, how do you keep your customers?

And they say, hey, we're going to do it for 50% cheaper.

And I loved his answer, which is, this is my wedge.

I recognize that this is not super sticky if we're just making outbound phone calls and combining these different layers of the stock, because we're not the infrastructure layer.

But we are going to back into a software product.

And I love that answer.

And it's true.

That's what they've done.

So that's my answer to your question, is they might not be able to pull it off.

Every company that says they're going to do this, they might not be able to pull it off.

But you have to back in this mega revenue growth that largely is predicated on doing the job that people would do before.

And that's why you can grow so quickly into sticky software product that is not that dissimilar from software products of yesteryear.