AGENDA:
00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War?
05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is?
09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers?
18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S***
23:40 – Are SDRs really screwed by AI… or just evolving?
26:10 – Benioff on Who Wins: OpenAI or Anthropic?
30:00 – Nat Friedman reports to Alex Wang: Genius move or career downgrade?
34:00 – Anthropic’s $10B round: Have we hit peak AI hype?
47:00 – Klarna’s wild ride: From $45B to $6B to IPO at $15B
55:00 – Inside a16z’s seed machine: 72 bets vs Sequoia’s 27
57:45 – Martìn Casado: Is consensus investing dangerous—or the only game?
01:05:00 – The big lesson: consensus, contrarian, and why investing is harder than ever
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