Jindal: Enterprise customers almost never replace foundational tech infrastructure
Manish Jindal · Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize · Apr 2, 2026 · at 10:45
Manish Jindal, President of Arize and former Cloudflare executive, explains his 'plumbing thesis' on why foundational infrastructure software companies have extreme customer retention.
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“Once you put the plumbing, you never change it. That's the reality of it, right? And unless and even if the plumbing breaks, you could just go whatever plumbing you have, you fix it. And I feel that a lot of the infra companies are bad, where if you can be part of part of the journey for a company, you know, and be part, be the plumbing for them. They will just never replace you.”
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