Harry Stebbings

Unless the US is ludicrously obnoxious in its sovereignty acts, it should be a small oligopoly like cloud of two to three players in the US with some kind of affiliations in Europe.

Unless the US is ludicrously obnoxious in its sovereignty acts, it should be a small oligopoly like cloud of two to three players in the US with some kind of affiliations in Europe.

And that is the likely structure of the industry, just given the costs required to play.

And that is the likely structure of the industry, just given the costs required to play.

Yeah, it's exactly what you said.

Yeah, it's exactly what you said.

It's a smart deal.

It's a smart deal.

Smart deal for Salesforce because these guys became the canonical example of an old-school SaaS company that made the transition and pulled it off.

Smart deal for Salesforce because these guys became the canonical example of an old-school SaaS company that made the transition and pulled it off.

And there's not a lot of that going on.

And there's not a lot of that going on.

And whatever's in the water, that's what Salesforce needs to do.

And whatever's in the water, that's what Salesforce needs to do.

So I think it's just smart on that basis alone.

So I think it's just smart on that basis alone.

I think that the transition, you have to transition your products, you have to transition your model, moving from a seat-based to an outcomes-based, which to me was putting your ass on the line in terms of your performance is what made it real.

I think that the transition, you have to transition your products, you have to transition your model, moving from a seat-based to an outcomes-based, which to me was putting your ass on the line in terms of your performance is what made it real.

And they were starting to get, they had this, you get paid per intervention, 99 cents per intervention.

And they were starting to get, they had this, you get paid per intervention, 99 cents per intervention.