Michael Manapat

speaker

63 appearances 1 recordings 1 series first heard Feb 2026 last heard 25 Feb

Michael Manapat’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

Appearances

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Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

Yeah, if you ask most investors, that number doesn't look so good because at first you think, wow, that growth rate went up, but it's mostly the inorganic.

And that's what everybody's always said with Salesforce, that the core businesses are slowing down.

And that's the fear right now.

It's a similar story for both Salesforce and Snowflake in that the big question is, are there new AI products adding new revenue?

Thus far, it's not been super clear that there's an acceleration happening there.

And so that's pretty much all people want to hear at this point.

You know, last night at work day, he kind of gave some colorful lines about how people think Anthropic's going to replace us, but actually Anthropic uses our software.

And so Mark Benioff tonight, certainly I would expect some zingers about how software isn't dead.

So far, Wall Street has not been convinced, no matter how colorful the language.

Thank you.

Well, at Sequoia, we first start with the founders.

Founder-focused and then market-driven.

And this is a place where both are just exceptional.

Michael and Ibo, his co-founder, they met at M&T.

They've been working together for a period of time.

They took different paths.

They knew each other when they were young.

And Michael worked at Stripe and Notion.

He understands the problem.

Ibo worked in finance leadership, so he understands the problem of taking data from all these disparate systems and bringing it all together.

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