Eran Zinman

So if you think about it, software was extremely beneficial.

So if you think about it, software was extremely beneficial.

I cannot imagine the world before software because we take so many things for granted, like everything is centralized, real time, one place, everything is tracked.

I cannot imagine the world before software because we take so many things for granted, like everything is centralized, real time, one place, everything is tracked.

So we might take it for granted, but it was a major step.

So we might take it for granted, but it was a major step.

Going back to your question, AI changed everything because now with AI, I think we flipped the equation.

Going back to your question, AI changed everything because now with AI, I think we flipped the equation.

I think AI can potentially do 70, 80% of the work and not 10, 20% like it used to be before AI was brought into our lives.

I think AI can potentially do 70, 80% of the work and not 10, 20% like it used to be before AI was brought into our lives.

And I think that changes

And I think that changes

Everything and what companies need to do for their customers, what customers expect from software, it will only grow over time.

Everything and what companies need to do for their customers, what customers expect from software, it will only grow over time.

Nobody will want to buy software.

Nobody will want to buy software.

They're not doing the majority of the work for them because otherwise you're just buying legacy software.

They're not doing the majority of the work for them because otherwise you're just buying legacy software.

Well, I think this is, in my opinion, where investors in the public market get it wrong.

Well, I think this is, in my opinion, where investors in the public market get it wrong.