What are the risks for Zapier by offering embedded experiences and conceding its advantage as a platform for direct usage?

Guest: Yeah. I feel like this is one of those cases where probably, if I were to, if I were to talk to them about their business strategy, I would probably say, I think you need to go full embedded.

They need to get companies who are in the process of building their own automation suites, or haven't built them yet, and figure out a way for them to use Zapier's rails. And that is that is a really hard strategy to undertake because it feels like it undermines the core business, but I think that's the only way that they survive over the long-term.

And it's hard because it's like a whole new partnership strategy too. It's much more collaborative, less extractive, in some ways. But I think that, yeah, that's what I would counsel them on. I feel they need to, basically, start competing with Tray.io and those others.

This is how they could compete with Tray. Tray is selling the rail, but Zapier could say, “I don't need to sell this to you. We'll just have people create Zapier accounts, and they can still pay us.”

And In a way they might be able to have their cake and eat it too, if they can pull that out.