David George

So my hope is that the fullness of the new product has that entirely reimagined UI UX.

The fact that it's pulling all this new data from different places is an advantage to incumbent because Salesforce is so sticky because of the column or database that they have.

And then if you, on top of it, have a new business model that's attached to it, I think that's a really good shot for a startup to be able to finally go rip Salesforce out.

If you look at the SaaS and cloud wave, basically the whole story was a 7X-ing in the amount of revenue in the market.

There's this question of like who wins the incumbents versus startups.

It basically split 50-50.

So 7X more revenue.

Incumbents grew a bunch.

They took half of the new share.

Startups took half the new share.

I think the more dramatic the shift, especially with the more dramatic the shift in potential business model, the more likely it favors the startups.

That's the bets we make.

My hope is that's what happens, but we'll see.

I do know that question, and I've thought a lot about it, because there's a lot of things that I consider in my life that have broken my way.

I grew up in Kentucky, far away from this world, and a lot of lucky breaks went my way.

The thing that I reflect on the most is we spent the whole time talking about work.

The other thing that I do in my life is my kids.

And something has become really clear to me with my kids' age that they are now, which is the sacrifices my parents made for me are extraordinary.

They're incredible.

And my dad always brings up, oh, I was on the sidelines in the rain watching you and driving you from soccer to baseball to basketball, sports, and all the activities that I was able to participate in as a kid.