It seems like they are staking most of their future value on Foundry, which according to the article does away with the need for meaningful FDE support for inte

It seems like they are staking most of their future value on Foundry, which according to the article does away with the need for meaningful FDE support for integrations. Does anyone know what the "secret sauce" is for Foundry? If we were to assume the USG/Gotham business is worth $10bn, that would mean Foundry-related business is worth ~$30bn if the whole company is in fact worth ~40. What is the killer use case for Foundry? What does it do, that competitors don't, that makes it worth so much? And to what extent are the current success stories actually stories of the product succeeding without FDEs?