Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
I hope not.
I own it too.
But I'm both ready for that and still very, very interested in the long-term.
Two things can be true at once.
Sure.
The first-round picks are off the board.
I have questions.
I'm reaching anywhere I look here, but I'm going to go with Salesforce.
I get why it's down.
Tons of competition.
Revenue growth has cooled.
But my base case on AI right now is that these huge model makers are going to have a hard time
justifying the expense, but there are a lot of just small incremental progress that's going to be all over the place.
Almost like the difference between typewriters and Microsoft Word.
We're not really going to do a revolution, but everything's going to get a little easier.
Companies like Salesforce are well-positioned to use AI for those little incremental things.
I will lean in and hope for the best.
Yeah, I think it's just going to be part of life.
Alright.
Emily, what do you got?