Rory O'Driscoll

Retention.

He has enough time as one of the greatest B2B founders out there to build the agentic products that $2 billion of his customers want to buy and aren't leaving.

It's the same opportunity Mark Benioff has.

I would argue Mark with his megaphone is actually like an Aaron Levy is doing a better job publicly of bridging the gap, but they have the same job.

We have extremely high revenue retention.

People aren't leaving.

No matter what anybody says, we're in the first inning for AIB2B.

I can tell you why.

We're in the first inning.

It's brutal, but you have time.

You've got six, 12, 18, 24 months to roll out.

high ROI agentic products, and you just got to get enough of your $2 billion base to buy them, and you're back to 30% growth.

He goes from 107 NRR to 100.

Databricks has 150% NRR at 5 billion ARR.

I know it's easy to say, but that's the job.

Make those happy customers buy more of your agentic product, and it doesn't have to be all of them tomorrow.

It has to be more of them each quarter, and you're back in the game.

Yes, but you don't have infinite time.

But I think everyone has time with 98% GRR in 2026, 2027.

You don't have infinite time.