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    "text": "all of these companies appear to have a thesis that boils down to \"we'll become an org's single source of truth, and then add enough sugar to constitute a moat.\" this is bad insofaras it means the company with the best enterprise sales process wins, so Microsoft will probably beat them out long-term",
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    "createdAt": "2025-04-12T23:40:28.925Z"
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