Salesforce
5 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Dec 2, 2025 by David George · said 32 times in 10 episodes since 2025 · across every show →
Mentions by year
brought up most by David George (8), Alex Sacerdote (7), Patrick O'Shaughnessy (5), Gokul Rajaram (5), Dylan Patel (2), Ramtin Naimi (1), Martin Escobari (1), Gavin Baker (1)
tap a year for its mentions
2026 18 mentions in 4 episodes 5 per episode
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
- every mention in 2026, scene by scene →
2025 14 mentions in 6 episodes 2 per episode
- How a16z Growth Invests · Invest Like The Best
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- Inside General Atlantic: How a $100B Growth Equity Firm Invests · Invest Like The Best
- How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
- The Chainsmokers’ Journey from DJs to VCs · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Salesforce, oldest first
Dec 2, 2025 bearish
Jan 29, 2026 negative
Slack Revoked Glean’s API Access to Protect Its Own Platform Value
“Slack has done it most publicly. Slack is owned by Salesforce. They cut off access to Glean, where Glean can no longer access Slack data. And the reason is they don't want Glean to build on top of them. And then slowly suck out the value that Slack has.”
Jan 29, 2026 neutral
Feb 3, 2026 bullish
Horowitz: Displacing incumbents like Salesforce or SAP with AI remains extremely difficult
“If you look at existing software companies, like people think, oh, they're all dead. Some of these guys are extremely hard targets. Like it's not that easy to take out Salesforce or SAP. You would be surprised even with AI, like how much heavy lifting that is.”
Jun 23, 2026 bearish
30-Year Debt on Software Giants is Highly Risky Due to Tech Disruption
“Am I worried about four-year paper in most of the software names? Probably not. I mean, they're contracted out. This is not a four-year issue. That, that paper should be money good. Would I be worried about holding 30 year credit on, on, on, on ... On Salesfor…”