point solutions

“Well, I think that the extra large vendors will benefit big time as they did in the client server era. And so if you think about the number one and the number two cloud investments at the app layer, not the infrastructure layer that organizations are making at…”

“The answer is like, I'm not sure that you really can. I think you kind of have to Almost like a refound the company or, you know, sort of like rewind and reverse and start over and go in this different direction.”

“No single thread, especially in SMB is probably high value enough to be alone for you to do alone and create billions of dollars of return.”

“Is the SaaS apocalypse going to kill the leaders in B to B that are public? No, there's too much workflow. They're too rich. They're too complicated, but these point solutions like this B newsletter builder, we don't need it.”