Enterprise Software Incumbents

“It's really hard to do that because you can't just wipe your customer base out. They all have these little features at the edge that they're using. And it's really hard to be like, no, give it a little time. And this whole thing will be better.”

“The way we're seeing AI being incorporated into a lot of businesses is that it's more of a sustaining innovation and not a disruptive innovation, if you were to use kind of Clay Christensen's framework. In, for example, in BtoB, it hasn't become a big enough w…”

“Some incumbents will get their act together. Bulk of the incumbents will not get their act together.”