David Sacks
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Appearances Over Time
Podcast Appearances
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...
And I actually don't believe in the Citrini or the Doomer take on this, but I can see why...
the market would feel this level of uncertainty.
the market would feel this level of uncertainty.
100%.
100%.
given how predictable a category SaaS used to be just, say, a year ago.
given how predictable a category SaaS used to be just, say, a year ago.