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Software’s AI Nuclear Winter 5/30/24
Manage episode 421186703 series 2975155
Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.
612 afleveringen
Manage episode 421186703 series 2975155
Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.
612 afleveringen
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