Doug

All right, this is all, I swear this is all real. I'm not exaggerating. Okay, there's a bunch of HR companies. You got Workday, right? Everybody loves Workday. I mean, they all hate it. They hate it. Any major company has some sort of HR software. It helps with like employees and contracting and payroll and all this other stuff, right? All this like not very fun stuff, but there's a huge business.

Okay. The two of the newer players are Rippling and Deal. Deal spelled D-E-E, or sorry, D-E-E-L. So Deal. Okay. So these two, they're actually, they're both grown really rapidly. They kind of specialize a little bit in one thing versus the other. But for the most part, it's like, here's all the HR tools you need for your business. They're evaluated most recently.

Okay. The two of the newer players are Rippling and Deal. Deal spelled D-E-E, or sorry, D-E-E-L. So Deal. Okay. So these two, they're actually, they're both grown really rapidly. They kind of specialize a little bit in one thing versus the other. But for the most part, it's like, here's all the HR tools you need for your business. They're evaluated most recently.

Okay. The two of the newer players are Rippling and Deal. Deal spelled D-E-E, or sorry, D-E-E-L. So Deal. Okay. So these two, they're actually, they're both grown really rapidly. They kind of specialize a little bit in one thing versus the other. But for the most part, it's like, here's all the HR tools you need for your business. They're evaluated most recently.

This is like two years ago at 12 billion and 13 billion. They're like neck and neck. Okay. And they're like ultra competitive. Okay. Okay. Um, and so you might think, yeah, who cares? That's not very interesting. They start beefing. Okay. They start to like pretty aggressively pursue each other's customers. Right. Cause they go for businesses, you know?

This is like two years ago at 12 billion and 13 billion. They're like neck and neck. Okay. And they're like ultra competitive. Okay. Okay. Um, and so you might think, yeah, who cares? That's not very interesting. They start beefing. Okay. They start to like pretty aggressively pursue each other's customers. Right. Cause they go for businesses, you know?

This is like two years ago at 12 billion and 13 billion. They're like neck and neck. Okay. And they're like ultra competitive. Okay. Okay. Um, and so you might think, yeah, who cares? That's not very interesting. They start beefing. Okay. They start to like pretty aggressively pursue each other's customers. Right. Cause they go for businesses, you know?

And so they're like, they go Nike is I think with deal. So rippling goes, it's like, Hey, we're, we used to come over to rippling. We have a better business, all this stuff. And so at some point recently deal, and I have it up here. Oh, I'll accept all the cookies. Deal, one of the two services, they post something called Deal versus Rippling. This is on their website? This is on their website.

And so they're like, they go Nike is I think with deal. So rippling goes, it's like, Hey, we're, we used to come over to rippling. We have a better business, all this stuff. And so at some point recently deal, and I have it up here. Oh, I'll accept all the cookies. Deal, one of the two services, they post something called Deal versus Rippling. This is on their website? This is on their website.

And so they're like, they go Nike is I think with deal. So rippling goes, it's like, Hey, we're, we used to come over to rippling. We have a better business, all this stuff. And so at some point recently deal, and I have it up here. Oh, I'll accept all the cookies. Deal, one of the two services, they post something called Deal versus Rippling. This is on their website? This is on their website.

It's like if you went to Coke's website and it was just Coke versus Pepsi.

It's like if you went to Coke's website and it was just Coke versus Pepsi.

It's like if you went to Coke's website and it was just Coke versus Pepsi.

Yeah, that'd be... Guys, trust me, this is the least dramatic it gets. So this is the start. Deal... The HR company posed deal versus rippling. And they're like, we have all these entities, integrations, payment methods, get started. Here's the companies. Deal is rated higher than rippling in 74% of the shared markets. It's just this straight up, hey, here's a comparison.

Yeah, that'd be... Guys, trust me, this is the least dramatic it gets. So this is the start. Deal... The HR company posed deal versus rippling. And they're like, we have all these entities, integrations, payment methods, get started. Here's the companies. Deal is rated higher than rippling in 74% of the shared markets. It's just this straight up, hey, here's a comparison.

Yeah, that'd be... Guys, trust me, this is the least dramatic it gets. So this is the start. Deal... The HR company posed deal versus rippling. And they're like, we have all these entities, integrations, payment methods, get started. Here's the companies. Deal is rated higher than rippling in 74% of the shared markets. It's just this straight up, hey, here's a comparison.

It's like, you suck, we're great.

It's like, you suck, we're great.

It's like, you suck, we're great.

product graph. It's a comparing of like their two subscriptions, except it's their company checking every box and Rippling failing over and over and over. It's like automate IT operations X. No, they can't do it. It's kind of like a Mark Rober video though, right? Yeah, right, right. All right, so Neil throws out a punch, right? And so Rippling strikes back. How do you think Rippling would reply?