Linked trade ideas span 4 sources.
Salesforce will lose customers as companies build their own internal CRM tools using AI, eliminating need for expensive SaaS. Also cited: Salesforce and other SaaS companies face existential threat as AI collapses the cost of building software, enabling competitors to offer similar products at 10% of the price.
“Salesforce is is is a great example of this. In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools.”
1000X — AI Capex Meets SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum
1000X
1 recent episodes
Bankless
1 recent episodes
BG2Pod with Brad Gerstner and Bill Gurley
1 recent episodes
Invest Like the Best with Patrick O'Shaughnessy
1 recent episodes
74 mentions
Help improve Salesforce Inc.
Full market snapshot is a Pro feature
Free users can see the consensus and source breadth. Upgrade to unlock the linked trade-idea thesis, quote, and source-by-source directional breakdown.
16 mentions
15 mentions
14 mentions
13 mentions
10 mentions
10 mentions
6 mentions
5 mentions
Create a free account to see full context
Get full mention context, save a watchlist, and receive weekly alerts.