David Pierce

And the hope is you can build this sort of great denominator software across everything. And that's how you build Microsoft Word. And eventually it gets away from you, right? You build the thing that does everything to everybody. And then all of a sudden it becomes this like overwhelming mess of a piece of software and it all falls apart. but those are your only two moves.

And the hope is you can build this sort of great denominator software across everything. And that's how you build Microsoft Word. And eventually it gets away from you, right? You build the thing that does everything to everybody. And then all of a sudden it becomes this like overwhelming mess of a piece of software and it all falls apart. but those are your only two moves.

And the hope is you can build this sort of great denominator software across everything. And that's how you build Microsoft Word. And eventually it gets away from you, right? You build the thing that does everything to everybody. And then all of a sudden it becomes this like overwhelming mess of a piece of software and it all falls apart. but those are your only two moves.

And so like, I've really, I've come to feel for these companies over time because you have IT managers who buy a lot of the software, who want one thing. You have bosses who demand a lot of the software, who want something completely different.

And so like, I've really, I've come to feel for these companies over time because you have IT managers who buy a lot of the software, who want one thing. You have bosses who demand a lot of the software, who want something completely different.

And so like, I've really, I've come to feel for these companies over time because you have IT managers who buy a lot of the software, who want one thing. You have bosses who demand a lot of the software, who want something completely different.

And then you have the people who actually have to use this software all day, every day, who are having this, A, foisted upon them and B, dictated to them how they have to use it. I don't know that it's even possible to build something that makes all three of those groups happy. I certainly have not seen one that seems like it works for everybody.

And then you have the people who actually have to use this software all day, every day, who are having this, A, foisted upon them and B, dictated to them how they have to use it. I don't know that it's even possible to build something that makes all three of those groups happy. I certainly have not seen one that seems like it works for everybody.

And then you have the people who actually have to use this software all day, every day, who are having this, A, foisted upon them and B, dictated to them how they have to use it. I don't know that it's even possible to build something that makes all three of those groups happy. I certainly have not seen one that seems like it works for everybody.

It's a strange overlap right now. Actually, there was a long period of time where the bundlers were winning. And you would start, like you said, with one need. And you would say, okay, if you're MailChimp, we're going to make it really easy for you to email a lot of people. And then...

It's a strange overlap right now. Actually, there was a long period of time where the bundlers were winning. And you would start, like you said, with one need. And you would say, okay, if you're MailChimp, we're going to make it really easy for you to email a lot of people. And then...

It's a strange overlap right now. Actually, there was a long period of time where the bundlers were winning. And you would start, like you said, with one need. And you would say, okay, if you're MailChimp, we're going to make it really easy for you to email a lot of people. And then...

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.

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.