Do we particularly like the existing software though? So much of it is just about making money, because until recently custom software cost too much money to make without investors, and what do investors want? returns.

Now that custom software is cheap (if you can tolerate a bit of slop here and there), it seems like there's an opportunity to do some important things that weren't being done before because they're not profitable--and you can't get at those things by incrementally improving the old stuff, you need ambition.