Dallas Dolen
4 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement May 15, 2026 by Dallas Dolen · across every show →
On the record as a speaker too: Dallas Dolen's record, appearances and statements → this page counts the times other people say the name.
Everything said about Dallas Dolen, oldest first
May 15, 2026 neutral
May 15, 2026 bearish
Dolen: AI shrinks SaaS moats by enabling DIY CRM and ERP
“AI shrunk those moats, and so you can now do CRM on your own. You can now do some components of ERP on your own. You can now do customer attraction on your own and marketing and that type of functionality. Well, that's a compressing feature, right? So in addit…”
May 15, 2026 bullish
Dolen: 40% of Google Cloud Next attendees would pay 5x for AI
“Roughly 30, 40% of the room said they'd pay up to five times as much what they're paying today for the services that they're getting. That was not for advanced services. That was for the services they're getting today, they'd pay five times as much. So if it's…”
May 15, 2026 bullish
Dolen: Long-term AI winners will be those owning infrastructure
“I can see a long-term bet decision-making process edging in favor of the models who have something underpinning them, either financially or structurally, right? The actual infra itself. So where are the data centers of the AI factory? Who owns the pipes?”