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#	AUTHOR DATE SUBJECT
6	member 8/31/21 12:09PM Re: Long-Term Risk 4
We are relatively new to the story, but so far our conversations with enterprises points to this being a fairly sticky product, many times integrated into a CRM. But your question is what we've been view available tags
5	member 8/31/21 11:42AM Re: Long-Term Risk 4
I've seen some generalists have a hard time with software businesses that seem simple to replicate, saying that there's no barrier and pricing will come down and destroy margins. In my experience, even where this... login to read the rest -1 view available tags
4	member 8/31/21 10:56AM Long-Term Risk
Thanks for the write-up. When you think of this business 3-4-5 years down the road, why is this not a commodity offering, where others catch-up and provide a me2 for a lower price ? or do... login to read the rest view available tags
3	member 8/31/21 10:14AM Re: Re: Distribution/selling by largest VC holder 2
We have no special insight on this. If anyone here knows these VC guys and feels like relaying their thinking, we'd love to hear it. Look, these VC funds have been in ONTF since 2008. It's a... login to read the rest 1 view available tags
2	member 8/30/21 5:08PM Re: Distribution/selling by largest VC holder 1
Any thoughts on this? USV distributed almost 5m shares down here, GS over 1m shares, Canaan 1.25m shares right before earnings - long time holders seem to be fleeing. CEO and a few directors picked view available tags