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AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Showing posts with label CEO. Show all posts
Showing posts with label CEO. Show all posts

Friday, September 15, 2023

Salesforce - Under The AI Cloud

 Salesforce - Under The AI Cloud 

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  • Marc, known for his mission and marketing mantra, ”The End of Software", Revolutionised the CRM industry by introducing a Cloud-based service. 
  • Despite facing tough competition from companies like Oracle, SAP, and Microsoft, it has emerged as the leader in this field. Today it commands 23% of the Global Market Share.
  • Strategically acquired companies like Tableau, Slack (Data & Analytics) and MuleSoft (PaaS) to build a platform-centric flywheel by integrating CRM and Business System applications.
  • With a Market Cap of US $209Bn and a Robust Economic Moat, it can become a $500Bn company by the end of this decade.

























Strategic shift from Competition (MSFT 365, ORCL) to Cooperation (Google, OpenAI)






Risks to AI Ambitions






Source: SeekingalphaBloomberg, Martinfowler.com, Databricks.com Linkedin, NvidiaGoogleAWS