Caroline Hyde

So under the hood, what's the story that you're kind of looking for with Salesforce?

How much can they disprove a negative here?

What sort of line of attack, really, are the CEOs going to take here to try and fend off the idea that AI is coming for them?

We've seen CEOs getting pretty creative in their earnings call scripts the last couple of earnings.

Always love a bit of comfortable language.

You have lots of it.

Brodie Ford, we appreciate you.

Thank you.

Switching gears, the CEO of UK self-driving company Wave, see what we did there, has been telling Bloomberg Tech Europe's Tom McKenzie about its plans to mass-produce robo-taxis and to roll Wave is going to play in that market.

Take a listen.

How do you mass manufacture these robotaxis?

I mean, again, we're not retrofitting, which is capital-intensive and slow.

We've got a high-margin software licensing business that works with the very largest manufacturers in the world.

And so I think these are the questions to be asking about how this technology scales, because the KPIs are going to come.

The rate that our AI is learning and increasing in performance is only accelerating with the more deployment experience.

So to your point, this is a competition.

about which technology stack works best.

And you're throwing shade on Waymo with that last answer.

How much of a competitive threat is Waymo?

They start testing later this year and a rollout later this year in London.