Lou Whiteman

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?

Yeah.

Look, I remember when all of these companies announced the browsers.

I'm not going to give Google too much credit for fighting off the competition.

I'd be hard-pressed to find someone who thought that this was a threat.

Google is, I guess, expanding the pie, but they're doing that as the big pie continues to contract.

This is more defensive than playing offense to me.