You bring up a really good point around adding vs. extracting value. There are definitely a few well-known large enterprise software companies that seem almost

You bring up a really good point around adding vs. extracting value. There are definitely a few well-known large enterprise software companies that seem almost entirely focused on the extraction side once they reach a certain scale and level of entrenchment. To me that seems like a sign they are ready for new competition, but I really wonder what the mindset is like internally once an org makes that kind of shift.