StarZero All shows Try the podcast clipper →

Salesforce

4 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jun 10, 2024 by Brad Gerstner · said 21 times in 10 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (10), Bill Gurley (8), Apoorv Agrawal (3)

tap a year for its mentions
008315520242025episodesmentions
03520242025episodes it came up in
001.32.52.5520242025episodesmentions per episode
2025 11 mentions in 5 episodes 2 per episode
2024 10 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Salesforce, oldest first

Jun 10, 2024 neutral
Assertion Partly supported
Gerstner: UiPath growth slowed to 6% and Salesforce to 7%
“UiPath came out and said their growth slowed down to six percent. Salesforce came out and said their growth slowed down to seven percent. And I think for a company like Snowflake, it came in at 26% and Databricks is rumored to still be growing well in excess o…”
Brad Gerstner Jun 10, 2024 ▶ 39:00 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 6, 2025 negative
Assertion Supported
Gurley: Salesforce Bans Training External AI Models on CRM and Slack Data
“Salesforce changed their terms of service, and in a way that includes not only the CRM data, but Slack data, which, you know, is a company they bought, and they're putting an MCP connector on top of it, which allows AI to query it, but they're telling, they're…”
Bill Gurley Jun 6, 2025 ▶ 6:00 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 10, 2025 positive
Assertion Supported
Gerstner: Uber, Nvidia, Oracle, Salesforce Commit to Invest America Matches
“Dell Corporation, for example, has raised their hand and said, you know, we intend to give to the kids of our employees. So has Uber. So has Nvidia. So has Oracle. So has Salesforce. So has T-Mobile. So has iHeartMedia.”
Brad Gerstner Jul 10, 2025 ▶ 19:38 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
Dec 23, 2025 bullish
Prediction Not checkable as stated
Jain: SaaS leaders will not be relegated to just backend databases
“So I think ultimately, like, software is an end-to-end stack in my opinion, and all of these companies, you know, I don't think they're going away. I don't think, you know, they're going to relegate it to becoming a database.”
Arvind Jain Dec 23, 2025 ▶ 30:13 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 40 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more