@Llati Interesting. Tools are only a part of the MRO category (or super category).

MRO is highly fragmented so I take it as validation of the $SGI thesis that others are having a go.

I’ve still not fully understood the long term opportunity for $SGI in a competitive context, but it is very much about how they execute in building their capabilities and that will take a few years (potentially) to unfold.

Disc. Held in RL and SM