David Frankel

I think short-term defensive. Short-term defensive. If you enrich that and you're the one to do it and you retain your customers and because of the enrichment, you increase your revenues and you increase your customer base. Look at the great companies. Tesla, I don't know. Look at Netscape, right? At some point, freemium. It's like freemium on steroids.

I think short-term defensive. Short-term defensive. If you enrich that and you're the one to do it and you retain your customers and because of the enrichment, you increase your revenues and you increase your customer base. Look at the great companies. Tesla, I don't know. Look at Netscape, right? At some point, freemium. It's like freemium on steroids.

I think the right play is defensive to start. And then once you retain those customers and you've enriched the data, I think there's a lot you can do.

I think the right play is defensive to start. And then once you retain those customers and you've enriched the data, I think there's a lot you can do.

I think the right play is defensive to start. And then once you retain those customers and you've enriched the data, I think there's a lot you can do.

I don't agree with that. I think some of the tools are actually very commoditized. So I think that the vertical SaaS or horizontal SaaS or data owners will be able to access the underlying tools reasonably cheaply at some point.

I don't agree with that. I think some of the tools are actually very commoditized. So I think that the vertical SaaS or horizontal SaaS or data owners will be able to access the underlying tools reasonably cheaply at some point.

I don't agree with that. I think some of the tools are actually very commoditized. So I think that the vertical SaaS or horizontal SaaS or data owners will be able to access the underlying tools reasonably cheaply at some point.

And you may disagree with that, but I think if you look at some of the open source software around this, it's going to become more and more commoditized, the underlying tools. So you could go and say, well, why can't every single company do that? I don't think you can, but I think there are going to be software providers that enrich their tool set that are going to do unbelievably well.

And you may disagree with that, but I think if you look at some of the open source software around this, it's going to become more and more commoditized, the underlying tools. So you could go and say, well, why can't every single company do that? I don't think you can, but I think there are going to be software providers that enrich their tool set that are going to do unbelievably well.

And you may disagree with that, but I think if you look at some of the open source software around this, it's going to become more and more commoditized, the underlying tools. So you could go and say, well, why can't every single company do that? I don't think you can, but I think there are going to be software providers that enrich their tool set that are going to do unbelievably well.

Yeah. You remind me a little bit of when I started our ISP with my co-founders and we went to like the biggest banks and we offered them internet service and hosting and all sorts of like e-commerce options. And then we went to like the national kind of railway owner and they said, look, I've got a network. I own a network. I've got fiber on every single railway.

Yeah. You remind me a little bit of when I started our ISP with my co-founders and we went to like the biggest banks and we offered them internet service and hosting and all sorts of like e-commerce options. And then we went to like the national kind of railway owner and they said, look, I've got a network. I own a network. I've got fiber on every single railway.

Yeah. You remind me a little bit of when I started our ISP with my co-founders and we went to like the biggest banks and we offered them internet service and hosting and all sorts of like e-commerce options. And then we went to like the national kind of railway owner and they said, look, I've got a network. I own a network. I've got fiber on every single railway.

I own a network that like just dwarfs you, right? I can do all of this, like what I need you for. And I remember like, it was like, okay, like walk out, right? Six months later, they'd done nothing. You know, a year later, they're done. Two years later, the answer is there'll be the short-term thing where again, everybody goes like, I don't need you.

I own a network that like just dwarfs you, right? I can do all of this, like what I need you for. And I remember like, it was like, okay, like walk out, right? Six months later, they'd done nothing. You know, a year later, they're done. Two years later, the answer is there'll be the short-term thing where again, everybody goes like, I don't need you.

I own a network that like just dwarfs you, right? I can do all of this, like what I need you for. And I remember like, it was like, okay, like walk out, right? Six months later, they'd done nothing. You know, a year later, they're done. Two years later, the answer is there'll be the short-term thing where again, everybody goes like, I don't need you.

Like, is there a business in terms of smart software solutions? And yeah, that's all over the place still.

Like, is there a business in terms of smart software solutions? And yeah, that's all over the place still.

Like, is there a business in terms of smart software solutions? And yeah, that's all over the place still.