David Sacks
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It got to be very, very predictable.
And so when people were buying...
And so when people were buying...
Software companies at, I don't know, 13 times ARR, they thought they were buying a growth annuity.
Software companies at, I don't know, 13 times ARR, they thought they were buying a growth annuity.
And now all of a sudden, you got to factor into that.
And now all of a sudden, you got to factor into that.
Well, wait a second.
Well, wait a second.
What if AI disrupts the whole market?
What if AI disrupts the whole market?
What if it doesn't eliminate... I don't think AI is going to get rid of Salesforce, but it could eat into their growth opportunity.
What if it doesn't eliminate... I don't think AI is going to get rid of Salesforce, but it could eat into their growth opportunity.
We just don't know.
We just don't know.
What if it changes the pricing model?
What if it changes the pricing model?
I mean, it just creates a whole lot of unknowns.
I mean, it just creates a whole lot of unknowns.
And I actually don't believe in the Citrini or the Doomer take on this, but I can see why...