If you have a piece of software that's fairly simple, then someone can write it quickly and maybe price it lower and have better functionality. Those companies are at risk. But the more operationally complex the business is, the harder it's gonna be.

And and back to the first thing, why am I not worried about being disrupted?

10:03 / 10:42

how it dramatically improves the customer experience on multiple levels. And and back to the first thing, why am I not worried about being disrupted? Because if you have a piece of software that's fairly simple, then, yeah, someone can write it quickly and maybe price it, lower and maybe even have better functionality and have much faster velocity, and those companies are at risk. But the more operationally complex the business is now I'm not talking about Navan. I'm talking generally, but I think Navan falls within this, framework. The more operationally complex a business is, the more it's about distribution, the more it's about integration

Why this clip

Provides clear investment thesis for AI disruption based on operational complexity. Simple vs complex software framework is actionable for investors and founders trying to assess AI vulnerability.

10:03 - 10:4239sPractical Framework

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