A few thoughts: 1. The low hanging fruit is definitely drying up. There aren't a lot of opportunities to (for example) replace a human doing a job that can eas

A few thoughts: 1. The low hanging fruit is definitely drying up. There aren't a lot of opportunities to (for example) replace a human doing a job that can easily be handled by a computer at this point. 2. The remaining opportunities are a lot less "sexy." Walmart is a good example of this. Supply chain optimization is absolutely something that software helps with; intelligent order routing, demand forecasts, etc. 3. Less "sexy" doesn't mean "provides less value" IMO, even if that's not reflected in stock prices. 4. "Core operational competence" is super broad, as are supply chain improvement as a general category. Do you have thoughts on what sorts of improvements are being made here that unlock massive value?