One question for clarity: why don’t you see an opportunity to sell AI or other technology into this space again? Is it just because incumbents already have it locked up and it’s cheap?
The reason I ask is that this feels like one of those moments in history similar to mobile. PlanGrid succeeded because tradespeople suddenly had iPhones and iPads in the field, which made it possible to digitize blueprints and collaborate in real time.
Put differently, what could be the new “PlanGrid” for your industry - that AI makes possible now, the way mobile once did for construction?