Gabe Pereira

And you don't understand it like your company is over.

And so I just don't think banks, private, like you just can't take this correlated risk.

And that's the value of something like Salesforce Cloudflare.

It's like you have now spread out this risk to a bunch of these different parties that are accountable for very important, but like separate uncorrelated parts of your business.

And it's like that to me is, I think when sometimes people talk about, oh, we're just going to have one model that solves everything.

It's just,

The world's too complicated, I think, for things to play out that way.

I mean, I think all of these companies are going to do that.

And I think to me,

Tension is, I think there's actually a lot of companies building these models, right?

It's the foundation model companies you mentioned, plus all the cloud providers where they either have their own or you can get the foundation models through the cloud provider.

And so I think you've kind of distributed that risk.

And then to me, one way I would think about it is...

Like why didn't Google build a data room product, right?

Like data rooms in the previous generation of software was like a multi-billion dollar industry.

It's basically just Google Drive, right?

But no one uses Google Drive to do a transaction.

There's like an entire industry of companies that build data rooms, right?

And if you think of the biggest challenge for these companies is how often does Dario or Sam think about the legal industry in terms of building a product?

Never, right?