Eran Zinman

From all the theories of how software is going to be disrupted, this is my least favorite one.

From all the theories of how software is going to be disrupted, this is my least favorite one.

I don't think it's going to happen.

I don't think it's going to happen.

And I think most investors that I speak with and people within the industry don't think that's what's actually behind what's impacting stocks and software companies today.

And I think most investors that I speak with and people within the industry don't think that's what's actually behind what's impacting stocks and software companies today.

Again, it can marginally have some impact, but I don't think that's the majority of what we've seen in the market.

Again, it can marginally have some impact, but I don't think that's the majority of what we've seen in the market.

I completely agree with you on enterprise.

I completely agree with you on enterprise.

Yeah, so again, I think there's obviously some truth to that, and they might capture some of the value, but people overestimate how much they're going to capture.

Yeah, so again, I think there's obviously some truth to that, and they might capture some of the value, but people overestimate how much they're going to capture.

I want to take you back in history.

I want to take you back in history.

I'm old enough to remember when Amazon built AWS.

I'm old enough to remember when Amazon built AWS.

And everybody back then said that Amazon is going to capture all enterprise software value.

And everybody back then said that Amazon is going to capture all enterprise software value.

Because before that, the hardest part about building a company was actually getting the servers up and running, the website working, storage, having 24-7 availability.

Because before that, the hardest part about building a company was actually getting the servers up and running, the website working, storage, having 24-7 availability.