David Pierce

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.

Like that stuff is meaningful and goes a long way towards making Slack not like a hell hole of one line communication. So this stuff is coming and I think it's gonna be really powerful. But it only works if it's all everywhere, because this is one of those things that if you solve 70% of my problem, you've solved none of my problem. And getting there is going to take a minute.

Like that stuff is meaningful and goes a long way towards making Slack not like a hell hole of one line communication. So this stuff is coming and I think it's gonna be really powerful. But it only works if it's all everywhere, because this is one of those things that if you solve 70% of my problem, you've solved none of my problem. And getting there is going to take a minute.

Like that stuff is meaningful and goes a long way towards making Slack not like a hell hole of one line communication. So this stuff is coming and I think it's gonna be really powerful. But it only works if it's all everywhere, because this is one of those things that if you solve 70% of my problem, you've solved none of my problem. And getting there is going to take a minute.

But I think the push towards that has already started in a pretty big way.

But I think the push towards that has already started in a pretty big way.

But I think the push towards that has already started in a pretty big way.

I'm hearing a lot of excitement from companies about open source models. I think right now you look at the open AIs and the anthropics of the world, and even like what Google is doing with Gemini. And again, we're in this phase of everything is humongous and in the cloud, but eventually like. these models will run on your device. They'll be able to run locally on your own instance.