George Frazier

We could never open up APIs.

We can never have them do this because they're going to disintermediate us.

And it just turns out that if you're buying into a business process, like the operational flow of something, that is set up by the company that you're buying it from.

Salesforce knows how to run the Salesforce.

And so whether it's an agent that's consuming it or SaaS, I would argue that there's still the value there.

I mean, famously, all the big AI labs, including Andreessen Horowitz, and we're all very heavy users of AI, like still use these SaaS tools.

But one thing we can both agree on is this is bad for customers, right?

It is.

Locking down the APIs is bad for customers.

So maybe talk through like A, why it's bad, which may just be obvious, and then B, kind of your recommendation for how to manage that, like assuming that this is happening industry-wide.

One of my favorite things that you've done as a company to educate the customers on this is this benchmark.

Can you maybe talk through what that is?

It's a benchmark.

Like it does scoring, right?

Are you comfortable saying who the worst offenders are?

Or I should just point people to... Just go to the website and read it.

I mean, even when I was running a large business, I mean, that was always...

So you just answered my next question, but I'm asking anyways, which is like, do you feel like this is just like a repeat of the open data API?

It'll resolve quickly.

Like, you know, we always kind of go through this soul searching and then we will resolve back to where we were, which is like open data is the right thing.