David Pierce

You see the thing that people leave MailChimp for during their day and you're like, well, we could just build that thing. We can build better CRM software so that you don't have to go elsewhere to make the stuff in order to send it to your emails. And then you just sort of slowly build out from there.

You see the thing that people leave MailChimp for during their day and you're like, well, we could just build that thing. We can build better CRM software so that you don't have to go elsewhere to make the stuff in order to send it to your emails. And then you just sort of slowly build out from there.

And that stuff is starting to win because fundamentally all these companies would like to pay less money for their software and manage fewer things and have fewer contracts to deal with. And the bundling becomes very useful. What is also generally true is that it's very hard to do a lot of things really well simultaneously. Uh, and so, I mean, it's the, the truism of technology is right.

And that stuff is starting to win because fundamentally all these companies would like to pay less money for their software and manage fewer things and have fewer contracts to deal with. And the bundling becomes very useful. What is also generally true is that it's very hard to do a lot of things really well simultaneously. Uh, and so, I mean, it's the, the truism of technology is right.

And that stuff is starting to win because fundamentally all these companies would like to pay less money for their software and manage fewer things and have fewer contracts to deal with. And the bundling becomes very useful. What is also generally true is that it's very hard to do a lot of things really well simultaneously. Uh, and so, I mean, it's the, the truism of technology is right.

It's bundling and unbundling. And I think we, we were in a really intense bundling phase for a really long time. And then the pandemic happened and we unbundled so fast because all of a sudden everybody was at home. Everybody had new software needs and everybody needed them like tomorrow. And so everybody went like literally tomorrow.

It's bundling and unbundling. And I think we, we were in a really intense bundling phase for a really long time. And then the pandemic happened and we unbundled so fast because all of a sudden everybody was at home. Everybody had new software needs and everybody needed them like tomorrow. And so everybody went like literally tomorrow.

It's bundling and unbundling. And I think we, we were in a really intense bundling phase for a really long time. And then the pandemic happened and we unbundled so fast because all of a sudden everybody was at home. Everybody had new software needs and everybody needed them like tomorrow. And so everybody went like literally tomorrow.

It was like, oh, I'm not going to the office again for four years. I need new kinds of software. And so everybody just went out and looked for, okay, we need a new way to do collaborative design. We need a new way to do video calls. And we can't wait for someone else to attach it to the contract that we have. We're just going to go sign up for the thing that everybody likes that's the best.

It was like, oh, I'm not going to the office again for four years. I need new kinds of software. And so everybody just went out and looked for, okay, we need a new way to do collaborative design. We need a new way to do video calls. And we can't wait for someone else to attach it to the contract that we have. We're just going to go sign up for the thing that everybody likes that's the best.

It was like, oh, I'm not going to the office again for four years. I need new kinds of software. And so everybody just went out and looked for, okay, we need a new way to do collaborative design. We need a new way to do video calls. And we can't wait for someone else to attach it to the contract that we have. We're just going to go sign up for the thing that everybody likes that's the best.

That's why Zoom got huge, even though other video tools existed, right? That's why things like Figma started to take off, because people just needed these new workflows. And so there was this massive rush towards these so-called best-of-breed things, and Then what obviously started to happen is the big companies started to tack that stuff on Microsoft builds teams, Google invests in meat.

That's why Zoom got huge, even though other video tools existed, right? That's why things like Figma started to take off, because people just needed these new workflows. And so there was this massive rush towards these so-called best-of-breed things, and Then what obviously started to happen is the big companies started to tack that stuff on Microsoft builds teams, Google invests in meat.

That's why Zoom got huge, even though other video tools existed, right? That's why things like Figma started to take off, because people just needed these new workflows. And so there was this massive rush towards these so-called best-of-breed things, and Then what obviously started to happen is the big companies started to tack that stuff on Microsoft builds teams, Google invests in meat.

And so zoom becomes less competitive in its own way. But what's wild to me is the, this company Okta, which does basically like log in and a bunch of other stuff, like you're talking about, they started as a way to log into services. And now there's like a whole giant backend authentication stuff that they do. Uh, they do this really good serve way called businesses at work every year. And.

And so zoom becomes less competitive in its own way. But what's wild to me is the, this company Okta, which does basically like log in and a bunch of other stuff, like you're talking about, they started as a way to log into services. And now there's like a whole giant backend authentication stuff that they do. Uh, they do this really good serve way called businesses at work every year. And.

And so zoom becomes less competitive in its own way. But what's wild to me is the, this company Okta, which does basically like log in and a bunch of other stuff, like you're talking about, they started as a way to log into services. And now there's like a whole giant backend authentication stuff that they do. Uh, they do this really good serve way called businesses at work every year. And.

The wildest thing in, I believe it was the 2023 one, was that half the people who pay for Microsoft Office also pay for Google Workspace. And half the people who pay for Microsoft Office also pay for Zoom. And so we're in this place where...

The wildest thing in, I believe it was the 2023 one, was that half the people who pay for Microsoft Office also pay for Google Workspace. And half the people who pay for Microsoft Office also pay for Zoom. And so we're in this place where...

The wildest thing in, I believe it was the 2023 one, was that half the people who pay for Microsoft Office also pay for Google Workspace. And half the people who pay for Microsoft Office also pay for Zoom. And so we're in this place where...