Waymo is a perfect example of disruptive technology. Right now, their prices are on par with Uber and Lyft, maybe slightly below. But as they scale and recover their R&D costs, their unit economics could allow for much higher margins. They could eventually lower prices, undercut Uber and Lyft, and force the big players to either invest in similar technology or get pushed out of the market entirely.

Ease of use is paramount when building software, especially SaaS for blue-collar businesses. If someone has to click through a bunch of buttons, watch a tutorial, and spend time figuring out your software, you’ve already lost. During a recent sales call, someone with a background in sales at Salesforce told us that all he and the people in his network want is to click a button and have review requests sent. That’s it. I think this is where a done-for-you service makes sense for customers with a higher willingness to pay. But for everyone else, we need to make our software as easy to use as possible and integrate with the tools they’re already using.