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Service Cloud

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 11, 2025 by Rory O'Driscoll · said 9 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Jeff Lawson (3), Rory O'Driscoll (2), Mike Cannon-Brookes (2)

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2026 4 mentions in 2 episodes 2 per episode
2025 5 mentions in 2 episodes 3 per episode

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Everything said about Service Cloud, oldest first

Sep 11, 2025 negative
Opinion
O'Driscoll: Sierra's $10B valuation requires capturing labor budgets alongside software
“The only way the math works for the Sierra at ten billion is if you eat, you don't just get India, maybe not up front, but over time, you don't just get the service cloud revenue, you get the service cloud revenue plus some slug of the labor.”
Rory O'Driscoll Sep 11, 2025 ▶ 1:08:51 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Sep 10, 2026 neutral
Opinion
O'Driscoll: Sierra must become a complete customer ecosystem to justify massive valuation
“The only way I can justify 15 or twenty billion in market cap for Sierra is not if I build a slightly better next generation service cloud, if I am the entire customer ecosystem for your entire business.”
Rory O'Driscoll Sep 10, 2026 ▶ 1:14:37 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
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