Luca Ferrari

Maybe one or two will decline fast.

It's undesirable, but not existential.

So for our model, it's highly diversified.

Lastly, a lot of what we do is being better, functionally better at running this company, meaning having a higher quality output at a lower cost across the functions, engineering, design, product growth.

AI is an accelerator of both quality and efficiency if used properly.

But it doesn't do it by itself.

Maybe it will in 10 years.

But today, we've seen it clearly as we have invested internally in excellence through AI in our operations.

A lot of it is custom integrations, proprietary technology, a lot of culture work on getting people to use it the right way.

So like with every innovation in the past, we'll see a small percentage of companies being at the forefront of leveraging that.

most companies being laggards.

And I'm pretty confident Benning Spoons will be at the very cutting edge of using it.

So we're already making strides there.

That if anything, the gap in ability between us and most companies will widen for years.

But again, I think it's likely to mostly benefit an aggregator company

and consolidator like Benny Spools, assuming we stay disciplined with pricing, while being very disruptive for certain verticals.

And some will be disrupted much earlier.

So I think we, as a society and investment community, will be able to start seeing things and update our model of reality and predictions based on that.

Now, can it be disruptive for many SaaS businesses?

Absolutely.