00:13:35 · Dan Lifshits
[00:13:35] S1: Yeah. It's happening. I think that AI native services becomes a bigger and bigger topic from being a forbidden word a few kind of years ago. Think to being one of the most hyped word where it can roll up is just one of the angles of how you can use tactical go to market where you're acquiring businesses rather than just growing them organically. And I think it's happening. The kind of early stage investors, I think, precedes it. All over it now, I think that the growth kind of people starting to learn it. But EQT is a pretty great example in this space because effectively they've been on their large cap and by outside doing roll ups for all of their life. So I think that they also start realizing more and more that a lot of service businesses require pretty fundamental rewire of how kind of they need to be run. And I think a lot of debate happening kind of on that front here now is like, what do the success and this transformation looks like? And I think quite often the answer that I see, to be honest, is the founder led energy and AI nativeness from day one. So I think that's what kind of is big kind of change to the traditional roll ups as you can see.
00:14:31 · Ilia Drozdov
[00:14:31] S2: I would add a little bit kind of on top here. I think we've been kind of on the journey where, like, maybe coincidentally, but we were slightly kind of ahead of the curve kind of with the idea that AI will change kind of the services industry and that the AI roll ups will be kind of a thing to grow than kind of AI native services company itself will be a thing to grow. And I think, you know, we actually want something much bigger here because not all space industries possesses kind of the long term defensibility modes as we do have. Because kind of in our market, what we effectively do through AI enablement of all the kind of operational processes, we make the transaction, the bay... Basic transaction of letting the property and then managing the property effectively scalable as you can imagine right hailing kind of companies. Right? So they made kind of at a few clicks of a button, they standardize the flow. But in our space, historically, standardization of the flow was connected to a very kind of limited customer experience because with a few buttons, you push clients to just adhere to a standard process. But with AI, having a deep granular context on the property level, on the customer level, With the same set of AI agents, you can provide a very customized output, which allows kind of in our market to make a scalable transaction and actually grow quite fast and hopefully to build the AI native end to end transactional platform for three sides, kind of tenants, landlords, and maintenance providers where human element goes into either offline operations. We... And we have a lot that actually provides us differentiability as well. It cannot be fully digital service, but also basically spend more time with clients and elevating the level of service. So kind of... Yeah. We are onto something much bigger beyond just the AI kind of native services, but let's see. Yeah. As as you said,
00:16:07 · Sebastian Johnson, Ilia Drozdov, Dan Lifshits
[00:16:07] S0: the market is massive. Now look. One final question. If we do end up sitting down again for another conversation in five, six, seven months, whatever it is, what is the one thing that I should ask you if you've achieved? You know, what is the one thing that I should say, hey. Look. Six months ago, you guys told me that you wanted to do this. What what is that thing? [00:16:25] S2: Look. I'm thinking of the only North Star metric that any company during this time should have is the happiness of customers. So if your customers became happier and happier and happier with all the technological advancement, the rest will follow. The growth will follow. The economics will follow. So... And I... [00:16:39] S1: And if you ask, do you guys still wake up when someone is unhappy, when the system is not working, when the on the integration process, some data kind of was not put in the right way. People still wake up at night because of that, we should stop by that point [00:16:53] S0: of You're the act gonna stay in founder mode forever. Well, both, thank you so much for joining me. You guys are absolutely crushing it and a massive congratulations. [00:17:00] S1: Thank you for having us. Thank you so much.