David Pierce

We are very much in the sense of like, you sort of need the basic bundle, but then everybody is still in this moment, willing to spend the money on at least like a handful of the tools that work around it. So right now, Microsoft is trying to keep building the walls around its bundle.

We are very much in the sense of like, you sort of need the basic bundle, but then everybody is still in this moment, willing to spend the money on at least like a handful of the tools that work around it. So right now, Microsoft is trying to keep building the walls around its bundle.

We are very much in the sense of like, you sort of need the basic bundle, but then everybody is still in this moment, willing to spend the money on at least like a handful of the tools that work around it. So right now, Microsoft is trying to keep building the walls around its bundle.

And you're seeing the same from a company like Salesforce, which bought Slack so that you spend more time in the Salesforce universe. But these individual apps that exist around them, in many cases, are just so much better that no one else has been able to catch up to them yet. Meet is better. Teams is better. People still really like Zoom. And I don't think that's changing anytime soon.

And you're seeing the same from a company like Salesforce, which bought Slack so that you spend more time in the Salesforce universe. But these individual apps that exist around them, in many cases, are just so much better that no one else has been able to catch up to them yet. Meet is better. Teams is better. People still really like Zoom. And I don't think that's changing anytime soon.

And you're seeing the same from a company like Salesforce, which bought Slack so that you spend more time in the Salesforce universe. But these individual apps that exist around them, in many cases, are just so much better that no one else has been able to catch up to them yet. Meet is better. Teams is better. People still really like Zoom. And I don't think that's changing anytime soon.

Mm-hmm.

Mm-hmm.

Mm-hmm.

Okay, I'm going to say this, and I should preface by saying I have very little quantitative evidence for it, but it is starting to be a thing I hear more and more in talking to folks who make this stuff. I think it's coming back.

Okay, I'm going to say this, and I should preface by saying I have very little quantitative evidence for it, but it is starting to be a thing I hear more and more in talking to folks who make this stuff. I think it's coming back.

Okay, I'm going to say this, and I should preface by saying I have very little quantitative evidence for it, but it is starting to be a thing I hear more and more in talking to folks who make this stuff. I think it's coming back.

I really do. And I think, again, this goes back to these sort of divergent needs of two group of people, right? You have... The stuff in the cloud is easier to manage in so many ways, right? It's easier to understand who has it where. It's easier to provision on different people's computers. It's easier to manage. You know where your data is. Like from a corporate management standpoint,

I really do. And I think, again, this goes back to these sort of divergent needs of two group of people, right? You have... The stuff in the cloud is easier to manage in so many ways, right? It's easier to understand who has it where. It's easier to provision on different people's computers. It's easier to manage. You know where your data is. Like from a corporate management standpoint,

I really do. And I think, again, this goes back to these sort of divergent needs of two group of people, right? You have... The stuff in the cloud is easier to manage in so many ways, right? It's easier to understand who has it where. It's easier to provision on different people's computers. It's easier to manage. You know where your data is. Like from a corporate management standpoint,

It's just better in so many ways to have stuff that is based in the cloud. Except, I don't know if you've noticed this, but everything seems to be down all the time now. Everybody is getting hacked all the time. And suddenly, the idea that the cloud is actually a safer, saner, simpler place for your data, I don't think feels true to people in the way that it once did.

It's just better in so many ways to have stuff that is based in the cloud. Except, I don't know if you've noticed this, but everything seems to be down all the time now. Everybody is getting hacked all the time. And suddenly, the idea that the cloud is actually a safer, saner, simpler place for your data, I don't think feels true to people in the way that it once did.

It's just better in so many ways to have stuff that is based in the cloud. Except, I don't know if you've noticed this, but everything seems to be down all the time now. Everybody is getting hacked all the time. And suddenly, the idea that the cloud is actually a safer, saner, simpler place for your data, I don't think feels true to people in the way that it once did.

And all of that, notwithstanding questions about, is my stuff being trained for AI purposes? Do I want the AI stuff that is coming to all of these things? I think... you're starting to see this shift towards what some people in this industry call local first software.

And all of that, notwithstanding questions about, is my stuff being trained for AI purposes? Do I want the AI stuff that is coming to all of these things? I think... you're starting to see this shift towards what some people in this industry call local first software.