Salesforce, every mention
12 scenes · ← back to Salesforce
tap a year for its mentions
every year anyone Brad Gerstner 10Bill Gurley 8Apoorv Agrawal 3
Verbatim, from the transcripts: the passages where Salesforce comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 28:25 Apoorv Agrawal The three hundred billion dollar companies of today at that layer, software, apps, Salesforce, ServiceNow, 3 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 19:50 Brad Gerstner So has Salesforce.
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:14 Bill Gurley Salesforce changed their terms of service in a way that would make it more difficult for other people to, to build models.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:00 Bill Gurley One in the enterprise case is 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… 4 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 0:03 Bill Gurley We'll do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 1:02:37 Bill Gurley Would do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:42 Brad Gerstner I tweeted over the weekend is great news that I saw that Zoom and Salesforce and Workdays, they're starting to get sober about stock-based compensation.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:05 Brad Gerstner Salesforce came out and said their growth slowed down to seven percent. 5 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:01 Brad Gerstner You saw the rumors about the Salesforce Informatica deal, the Google HubSpot deal.
- ▶ 22:23 Brad Gerstner I think the biggest thing that has changed over the last 20 years, you know, back to, you know, if we think about the companies that, uh, went public in, in, in those early vintages, the Microsofts, the Apples, the Googles, the Salesforce,…
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 55:06 Brad Gerstner So the data bricks and the snowflakes, and maybe even the service now and Salesforce, they've caught a little bit of a bid, but a lot of software is, you know, is trading well below it's pre COVID multiple.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 43:43 Bill Gurley It includes Amazon and Salesforce.