There are two principles that I’d like to highlight here: Bounded Applicability (most things have value if we understand the boundaries within which they are valid) and Coherent Heterogeneity (embracing as much diversity as we can without fragmenting or becoming incoherent).

The data moat surrounding incumbent SaaS / systems of record is likely overstated. I would argue that the most important context doesn’t reside in systems of records, regardless of their size, but in the minds and multimodal work of millions of users over time.