David Pierce

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.

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.