David Pierce

Again, I was just rereading this Okta thing ahead of our recording here. And the average company in the United States pays for, I think it was 110 different pieces of enterprise software. That's too many. And what it means is if you want to find a thing, God help you. Like, where do you even start?

Again, I was just rereading this Okta thing ahead of our recording here. And the average company in the United States pays for, I think it was 110 different pieces of enterprise software. That's too many. And what it means is if you want to find a thing, God help you. Like, where do you even start?

And so what you've seen, I think, is the beginning of what's about to be another big rebundling as a result of that. Because that thing you just described is super enticing. There are studies everywhere that say we spend a huge amount of our time at work just looking for stuff. And that actually easy access to information would be like the greatest productivity enabler in modern history. And

And so what you've seen, I think, is the beginning of what's about to be another big rebundling as a result of that. Because that thing you just described is super enticing. There are studies everywhere that say we spend a huge amount of our time at work just looking for stuff. And that actually easy access to information would be like the greatest productivity enabler in modern history. And

And so what you've seen, I think, is the beginning of what's about to be another big rebundling as a result of that. Because that thing you just described is super enticing. There are studies everywhere that say we spend a huge amount of our time at work just looking for stuff. And that actually easy access to information would be like the greatest productivity enabler in modern history. And

The idea that I could just say, what is our sales history with them? Or like, who's the contact over there and get that stuff quickly. Incredible. And so every company is after this, right? Like Dropbox built this thing dash that searches across all your stuff and all your different apps. You see companies like notion, which are trying to do more and more stuff.

The idea that I could just say, what is our sales history with them? Or like, who's the contact over there and get that stuff quickly. Incredible. And so every company is after this, right? Like Dropbox built this thing dash that searches across all your stuff and all your different apps. You see companies like notion, which are trying to do more and more stuff.

The idea that I could just say, what is our sales history with them? Or like, who's the contact over there and get that stuff quickly. Incredible. And so every company is after this, right? Like Dropbox built this thing dash that searches across all your stuff and all your different apps. You see companies like notion, which are trying to do more and more stuff.

They're building out new features just in service of getting all that information inside of the app. so that you can query it with AI. Microsoft is doing it with Copilot. Google is doing it with Gemini.

They're building out new features just in service of getting all that information inside of the app. so that you can query it with AI. Microsoft is doing it with Copilot. Google is doing it with Gemini.

They're building out new features just in service of getting all that information inside of the app. so that you can query it with AI. Microsoft is doing it with Copilot. Google is doing it with Gemini.

For the first time in a while, being the bundle is more valuable than the sum of its parts in a way that isn't just sort of purely about contract values and it's easier to have one relationship instead of several. Now, your products can all be better because you control more of them.

For the first time in a while, being the bundle is more valuable than the sum of its parts in a way that isn't just sort of purely about contract values and it's easier to have one relationship instead of several. Now, your products can all be better because you control more of them.

For the first time in a while, being the bundle is more valuable than the sum of its parts in a way that isn't just sort of purely about contract values and it's easier to have one relationship instead of several. Now, your products can all be better because you control more of them.

And I think what we're going to see as a result is this rush back to, I don't want to have 50 best in class apps that don't talk to each other. I want to have six things that do all 50 of those things, even if they're not as good, but because stitching them all together makes them more valuable to me. one of the things that AI is actually good at is summarization, right?

And I think what we're going to see as a result is this rush back to, I don't want to have 50 best in class apps that don't talk to each other. I want to have six things that do all 50 of those things, even if they're not as good, but because stitching them all together makes them more valuable to me. one of the things that AI is actually good at is summarization, right?

And I think what we're going to see as a result is this rush back to, I don't want to have 50 best in class apps that don't talk to each other. I want to have six things that do all 50 of those things, even if they're not as good, but because stitching them all together makes them more valuable to me. one of the things that AI is actually good at is summarization, right?

So you can say things like, not just summarize this email for me, but like in Slack's AI, the thing they're trying to build is you should just be able to be like, what happened today? And it'll be able to tell you like, here are the things people were talking about. Here's the file everybody was sharing around.

So you can say things like, not just summarize this email for me, but like in Slack's AI, the thing they're trying to build is you should just be able to be like, what happened today? And it'll be able to tell you like, here are the things people were talking about. Here's the file everybody was sharing around.

So you can say things like, not just summarize this email for me, but like in Slack's AI, the thing they're trying to build is you should just be able to be like, what happened today? And it'll be able to tell you like, here are the things people were talking about. Here's the file everybody was sharing around.