Jordi Visser

Anyone can sit here and make an argument for salesforce.com, there's no way software won't exist.

You have to prove to me at the multiples that are there in the future that they won't be disrupted.

I'm saying the probability of two disruptions.

One is that the buyers of the future will be AI native and won't care.

You're talking about the buyers of the past.

I agree the buyers of the past may still be going, but if there's less of them and their budgets are under attack from the people that are using AI agents, it's there.

Everyone should go read the Palantir earnings.

This is a company that if you ask the same people about Salesforce, we'll say it's a defense company.

Their commercial enterprise revenues are soaring over 100% year over year and over 100% quarter over quarter.

So their growth is still going rapidly.

And when you read the testimonials from their clients, they're getting rid of their entire software stack.

So if you believe that you're investing in companies that will be zombies, the ones that won't be zombies will be using AI and be AI native, and they will be using companies like Palantir.

So you're long Palantir, you're short these old school ones.

Nobody wants to hear it, but that's the way that my mentality goes on this.

Well, I've never seen you look like that.

What would make you change your mind?

So on a particular company, they'd have to actually be showing that they've been able to pivot as a company.

They've been able to bring agents into there.

So agent force was a massive attempt.

hasn't worked yet.