George Frazier

I do think so.

Do you think that's the path or do you think it's different this time?

Like there is no option.

You know, this is probably related to this notion of, you know, or this belief in data gravity.

And I mean, one thing that I've loved working with you over the years is like you're exceedingly smart and you're exceedingly contrarian.

It's just so fun to like kind of, you know, watch your opinions diffuse and more often right than wrong.

And one thing you have said is that data gravity is either overrated or not real.

So do you think that like, A, do you stand by the statement?

And B, do you think that this is driving people to like try to do these walled gardens?

I think you're the only person who thinks this.

If you want to see evidence... Maybe describe what data gravity means.

Especially because of egress fees.

Maybe a good argument not to roll your own on these things anyways.

Maybe before we leave this topic, so let's say there's a CIO listening to this right now and the CIO is like, oh, how do I navigate these kind of uncertain three to six months?

Like, what kind of leverage do I have with these SaaS vendors as they're closing things off?

Do you have any sort of guidance for them?

Are you seeing those show up now?

I hadn't even considered that.

I want to talk to a little bit about agents now.

So I feel like we've kind of gone through multiple phases already in agents.