David Pierce

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 basically it's this huge sort of re-architecting of the way that we think about files really, away from the idea that like a file lives in the cloud and you and I both open an app and act on that file together. That file can live on my computer as an offline local file that is mine in like a real meaningful way. But still, you and I can act on it together in a collaborative way.

And basically it's this huge sort of re-architecting of the way that we think about files really, away from the idea that like a file lives in the cloud and you and I both open an app and act on that file together. That file can live on my computer as an offline local file that is mine in like a real meaningful way. But still, you and I can act on it together in a collaborative way.

And basically it's this huge sort of re-architecting of the way that we think about files really, away from the idea that like a file lives in the cloud and you and I both open an app and act on that file together. That file can live on my computer as an offline local file that is mine in like a real meaningful way. But still, you and I can act on it together in a collaborative way.

That's possible to do. It's just much harder software, and we're only getting good at building that stuff now. But I think it's stuff that works offline, which, like, God help you if you're on a plane or in bad Wi-Fi or anything. Like, it's so hard to do anything online. without the internet now. And I think people notice that.

That's possible to do. It's just much harder software, and we're only getting good at building that stuff now. But I think it's stuff that works offline, which, like, God help you if you're on a plane or in bad Wi-Fi or anything. Like, it's so hard to do anything online. without the internet now. And I think people notice that.

That's possible to do. It's just much harder software, and we're only getting good at building that stuff now. But I think it's stuff that works offline, which, like, God help you if you're on a plane or in bad Wi-Fi or anything. Like, it's so hard to do anything online. without the internet now. And I think people notice that.

And we're coming back to this idea of like, I want something that feels fast, which means it has to be local. I want something that is mine in a real way, like it's a file I can see on my computer. I think that stuff is coming back and it matters to people. We're going to see that best of both worlds where we get the collaborative thing, we get the cloud access, we get the cross-platform stuff.

And we're coming back to this idea of like, I want something that feels fast, which means it has to be local. I want something that is mine in a real way, like it's a file I can see on my computer. I think that stuff is coming back and it matters to people. We're going to see that best of both worlds where we get the collaborative thing, we get the cloud access, we get the cross-platform stuff.

And we're coming back to this idea of like, I want something that feels fast, which means it has to be local. I want something that is mine in a real way, like it's a file I can see on my computer. I think that stuff is coming back and it matters to people. We're going to see that best of both worlds where we get the collaborative thing, we get the cloud access, we get the cross-platform stuff.

It's manageable by your organization, but But it has the same feeling of like, I can just open a thing on my computer and it works.

It's manageable by your organization, but But it has the same feeling of like, I can just open a thing on my computer and it works.

It's manageable by your organization, but But it has the same feeling of like, I can just open a thing on my computer and it works.

You could sort of argue that we skipped the correct middle step there, right? We're like, okay, doing the thing where I email you a file that says David presentation one, and then you email it back and it says David presentation two, and then final, final, final dot PPT. Like that sucks. We can all agree that that is bad.

You could sort of argue that we skipped the correct middle step there, right? We're like, okay, doing the thing where I email you a file that says David presentation one, and then you email it back and it says David presentation two, and then final, final, final dot PPT. Like that sucks. We can all agree that that is bad.

You could sort of argue that we skipped the correct middle step there, right? We're like, okay, doing the thing where I email you a file that says David presentation one, and then you email it back and it says David presentation two, and then final, final, final dot PPT. Like that sucks. We can all agree that that is bad.

But we skipped over how do we make it easy for people to share things with each other all the way to what if you didn't own any of your data? And that we sort of left a good middle ground out there. And I think I would not... bet everything that it's going to win.

But we skipped over how do we make it easy for people to share things with each other all the way to what if you didn't own any of your data? And that we sort of left a good middle ground out there. And I think I would not... bet everything that it's going to win.

But we skipped over how do we make it easy for people to share things with each other all the way to what if you didn't own any of your data? And that we sort of left a good middle ground out there. And I think I would not... bet everything that it's going to win.

But I think there's going to be a push back towards the idea of like local on device, but still useful and in sync and collaborative stuff coming back.