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One of the trends is that applications are proliferating everywhere. There's a lot more custom stuff, but at the same time, the core SaaS apps and the building blocks of infrastructure are becoming much better integrated. Datadog integrates into everything, whereas previously a Datadog equivalent on-prem would not have. Is that trend a problem for MuleSoft long term? The idea that vendors are building their own integrations as a source of competitive advantage?

I think at a tactical level – and this has been, frankly, the problem that MuleSoft has faced from the beginning – they have to convince a customer to take a longer-term view. They have to convince the customer, think about this stuff more strategically. Think about integrations, not as a tactical thing to glue point A to point B. But think about it more as a strategy for driving innovation, for driving new applications at a higher velocity. You're right that it's a competitive force that will always be there, either through custom code or through these embedded things. The easier those things make it to do that, the easier it is for customers to get themselves into trouble. I think the good news is a lot of customers at scale, figure that out over time and they come back, which we've seen in many examples in the past, but it is a headwind for the company, for sure.

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