Alex Rampell

So like the reason why Rillet, I love that company so much, that's never going to grow like zero to 100 in like a month.

So like the reason why Rillet, I love that company so much, that's never going to grow like zero to 100 in like a month.

But it is very, very sticky revenue.

But it is very, very sticky revenue.

Once you're on, NetSuite has hostages, not customers, they're not going to leave.

Once you're on, NetSuite has hostages, not customers, they're not going to leave.

If Rillet can sell into every new company, they're going to do great.

If Rillet can sell into every new company, they're going to do great.

The revenue growth will be slower, but it will be so sticky.

The revenue growth will be slower, but it will be so sticky.

And they have infinite option value on adding like, hey, do you want to have a collections AI agent that runs on top of overdue invoices, blah, blah, blah.

And they have infinite option value on adding like, hey, do you want to have a collections AI agent that runs on top of overdue invoices, blah, blah, blah.

And that's like optionality on top of your sticky system of records.

And that's like optionality on top of your sticky system of records.

So number one is Greenfield kind of systems of record.

So number one is Greenfield kind of systems of record.

Number two, and this goes to the fastest growing companies in the world that you're talking about, is like software that does the job of labor.

Number two, and this goes to the fastest growing companies in the world that you're talking about, is like software that does the job of labor.

Like these are new.

Like these are new.