Anish Acharya

If you and Alex said this funny thing, and I know you laughed and I laughed too, which is that like some companies have hostages, not customers.

Yeah, I love this statement.

Yeah, I love this statement.

I love it too.

I love it too.

And if you actually have an SAP system, you are a hostage of SAP and they need to do nothing after they win you as a customer except the bare minimum.

And if you actually have an SAP system, you are a hostage of SAP and they need to do nothing after they win you as a customer except the bare minimum.

If you want to switch to Oracle, oh my God, that's like a multi-year high risk.

If you want to switch to Oracle, oh my God, that's like a multi-year high risk.

It's probably going to fail and you're probably going to get fired.

It's probably going to fail and you're probably going to get fired.

It doesn't happen.

It doesn't happen.

But now with coding agents, the complexity of transitioning from SAP to Oracle is dramatically lower, the speed, the risk.

But now with coding agents, the complexity of transitioning from SAP to Oracle is dramatically lower, the speed, the risk.

So that is how I think coding agents shows up in enterprise software, especially amongst public names.

So that is how I think coding agents shows up in enterprise software, especially amongst public names.

Decrease switching costs, more customers, less hostages, which is a positive incentive for the entire ecosystem.

Decrease switching costs, more customers, less hostages, which is a positive incentive for the entire ecosystem.

If history is any guide, and to reference Alex, he would say that it often is.