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now you have software agents that are effectively doing what for 65 years have
been human work you know is that going to increase software Revenue 2x it could potentially increase it 10x it's not
even on the same kind of playing field so all the data is here in the cloud all the compute is in the cloud and now you
just kind of mix them together many of these incumbents aren't going to evolve every time there's a new technology shift we have to challenge every
investment thesis that we thought was not going to work and so many of them now are going to work Moes still matter
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