Salesforce

“Google has become the new Microsoft. I think that's pretty obvious to everyone. Google is the new Microsoft. And Salesforce is the new Oracle.”

“They had 15 and a half billion dollars of revenue, and they spent seven billion dollars on marketing and sales.”

“Salesforce seems to be growing mostly by doing big acquisitions these days, and we've seen that movie before a few times, and it generally doesn't end totally well.”

“One of them is there's like a, an ownership layer that if everything happens in Slack or indeed happens in teams, which is Microsoft's attempt to do the same thing. Then that becomes more important than the apps that you're using, and so it makes it easier, th…”

“So the theory would be, no, it'll be in Slack. And Slack will then link you out to the Evernote or the Salesforce or the Jira or whatever the underlying tool that's the storing that is. So it's like your universal substrate for sharing and communicating and fi…”

“And so I wouldn't, you know, all the usual names, Airtable, Notion, Slack, all of these things, they all sort of presume there's about 15 people, and they're all doing lots of different things, and they all need to share everything that they're doing with each…”

“Most people don't design cars for a living. Most people do not work in three D. Still pretty niche. Salesforce or email, or like most people are not actually editing, doing work that involves a three D object.”

“Just shifting the UX and the platform is often kind of a discontinuity that creates new companies. And so you have that when you go to cloud, you get Salesforce. When you go to mobile, you get not just Instagram, but also Snapchat, and then TikTok”

“The incumbent's always trying to make the new thing a feature. And so that's very obviously what's happening with Microsoft and Google, including this in PowerPoint and office and of course in search and everything else. But what actually happens is, is then p…”

“Salesforce did a research About this a couple of months ago, six months ago, where 99% of the fans of Formula One will never attend a race live.”

“F-one today is more tech than it ever has been. And you look at the sponsors, it's the likes of Juniper, it's the likes of Salesforce, AWS, Oracle, like every other sponsor is a giant tech sponsor.”

“Salesforce came out with a stat that said one percent of Formula One fans will attend a race in a season, which means, says to me that this is a sport where 99% of the fans are consuming this at home digitally”