Jordi Visser

But if it's not,

There's a billion podcasts out there and I can't consume all of them and neither can the people watching.

So I have to make sure that I'm staying on top of things and hopefully bringing information that helps not only them, but share it with other people.

If everyone creates an app tomorrow and there's 8 billion apps, there's no way to find the apps.

So what'll end up happening is theoretically, everything will be bespoke.

And this is why I don't believe in the arguments of SaaS.

Yes, enterprises might be stuck, but like I gave with the RWAs and the kind of we're off chain.

Okay, well, if you're on chain, you're a different type of person.

Enterprises will never be on chain.

They're still on mainframes in a lot of cases from the days of the 1970s because of how big they are and how bloated.

That's why there won't be public companies in the new capital structure.

They couldn't change that quickly if they wanted to.

It's the reason why I think Palantir is a buy relative to Microsoft because Microsoft can't change.

It's just too big.

And they're hoping people will pay for Copilot and stay in their world where none of the new companies are gonna use Outlook.

They're gonna use Gmail and then they'll go on to something else.

So I do believe the example you're giving for people out there, when you're thinking about the SaaS arguments and debates, which I don't wanna be involved in,

It's really comes down to bespoke.

How do I customize something for me?

And can I do it immediately?