TRANSCRIPT: March 23, 2026 — Discovery Call

Participants: Debbie McGrath, Ewing Gillaspy, John Kelly

"We're damn good at what we do"
"Let us blow you away"
"I can still code if I have to... Claude and everything else makes me really efficient"
"I literally generate outcomes and growth engines"
Knows CEOs of Remote, Rippling, Deel personally
"I can build leadership teams in minutes now"
Ran Oracle (with Larry Ellison), SAP (with Bill McDermott), multiple IPOs
6 exits, $750M+ VC raised
Best man at Doug Merritt's wedding twice (Splunk/SAP connection)

"I don't want another CEO job"
"I need to get My People off HR.com's payroll"
"I know all these people too" (re: potential buyers)
"I need leverage and me doing the negotiations is not the best thing"
On big players: "They're so committed to just keeping their filing cabinet full as opposed to innovating"
On Workday: "Workday is being very difficult to work with and not letting anybody get their data out"
Re domain: "Two guys sell 90% of the two letter domains"
"I've worked 12 hours a day for years"
"I have people who have been with me 20 years, 30 years"

Debbie sees domain as simplest/highest value sale
Media buyers undervalue the domain when bundled
Big players (SAP, Workday, Oracle) could buy domain to create AI layer on top of platforms
On-prem trend: customers moving back to own their data
Moved off AWS over weekend for data sovereignty
Larry Ellison buying media properties to "control the narrative"
Clients "sick of waiting" for Workday/SAP to innovate on AI
Independent AI layer positioning is the strongest strategic angle
Glenn ("Daddy Shark") is trusted advisor, former boss of Ewing, 30+ year friend of Debbie