I think what's happening is largely it's being priced into almost all software, that AI is going to be a component in every single piece of enterprise software. And so it's sort of hard to then parse, you know, where is this a meaningful driver of growth versus it's just table stakes for competition in the future. It's interesting because mobile is the technological shift, I guess I've drawn on as well,. trying to internalize where equity value will be created here.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode