asim razvi

Head of Data at National Life Insurance Transformational approach to data. Follow for Data Strategy #Data #AI #ML #Bigdata #analytics #iot #datascience

[asim razvi @DataAsArt]

@e_braun @VaibhavSisinty I came here to say this. The chips will heat up but space isn’t the heat sink just because it’s cold. Maintenance and latency are also issues. I’m sure it will get sorted but right now I’ll wait and see

[asim razvi @DataAsArt]

@jaynitx Possibly one of the few times I’m going to agree with him. Make the call and move on. No looking back. Leave that for the school yard.

[asim razvi @DataAsArt]

@iamkunhello @AnatoliKopadze Exactly this!

[asim razvi @DataAsArt]

@mykebass @AIHighlight This is the correct answer

[asim razvi @DataAsArt]

@British_Airways someone want to explain why @AdmiralsClub members who were promised they could share access cannot? Do we need to buy British airways club as well. The complications of figuring out access depending on points, level then the ticket type are beyond. Do better.

[asim razvi @DataAsArt]

@WillManidis It’s an absolutely beautiful place. People are kind and it’s a very calming atmosphere. They are growing with wise leadership

[asim razvi @DataAsArt]

SaaS gettin priced like it’s a utility. Sell the application later and keep the infrastructure. CRM may be slowing but the value is now in that data set. Somebody unleash the LLM there so we can generate the next billion dollar company

[Aakash Gupta @aakashgupta]

Gerstner just told you Salesforce will never trade at 30x FCF again.

The market already agrees. CRM trades at roughly 14x FCF right now, down 45% from its 52-week high. The stock hit $191 this week after losing almost half its value in twelve months. Gerstner is announcing the fire while the building is already ash.

What makes this interesting is the math underneath the wreckage. Salesforce just posted $12.9 billion in trailing free cash flow, growing 22% year over year. Revenue hit $10.3 billion last quarter, up 9%. Non-GAAP operating margins are running at 35%. Agentforce and Data 360 ARR crossed $1.4 billion, more than doubling year over year. The company just signed a $5.6 billion contract with the U.S. Army.

A dying business doesn’t generate that kind of cash flow growth. The market has decided to reprice CRM from “growth” to “utility” while the actual growth is accelerating.

Now look at who’s talking. Gerstner’s two named winners in the SaaS space are Snowflake and Databricks. Altimeter was one of the largest investors in Snowflake’s IPO and has been adding along the way. Snowflake is down 61% from its all-time high and currently trades around $157, itself caught in the same SaaS repricing Gerstner is diagnosing.

Gerstner also just exited Meta, calling it “not an AI leader,” and rotated into NVIDIA, TSM, and CoreWeave. His thesis is simple: buy infrastructure, sell the application layer. That framing works until you realize AI agents need data platforms to operate, and Salesforce sits on the largest proprietary CRM dataset on earth.

The real tell is what “SaaS is dead unless you’re growing fast” actually means coming from a fund that averaged 29.5% annual returns by riding SaaS supercycles. Altimeter built its entire track record on Snowflake, MongoDB, Unity, and Okta. Gerstner isn’t diagnosing the death of SaaS. He’s repositioning his book and giving you the narrative to justify it.

Fourteen times free cash flow for a company generating $12.9 billion in FCF with a $5.6 billion government contract pipeline and AI ARR more than doubling. The question isn’t whether SaaS is dead. The question is whether the market is pricing CRM like it’s RadioShack when the numbers say it’s becoming the IBM of AI-era enterprise software.

[asim razvi @DataAsArt]

@cajunpies @gothburz Some reality spoken here.

[asim razvi @DataAsArt]

@MiclauMarius @godofprompt @mrnacknack That’s why it’s called Frontier Technology there is no governance so clear security breaches are found in production.

[asim razvi @DataAsArt]

@Rainmaker1973 What’s the WiFi password?

[asim razvi @DataAsArt]

@niccruzpatane Delivering on the power for Ai is just the start. On earth as well as off

[asim razvi @DataAsArt]

Let’s see what you got! #ironviz

[Tableau @tableau]

Time to plate your masterpiece for the ultimate data visualization competition! 🍽️ Get your #IronViz entry ready for its grand reveal.

As you add those final touches to your viz, dive into last year's Iron Viz Qualifier entries for inspiration: https://t.co/Gt49eXyNsa

[asim razvi @DataAsArt]

Back on X finally. @agentintegrator train it’s leaving the station! Get on it. #AI reality check coming!

[asim razvi @DataAsArt]

@CF_Farrow I want to say more, but I guess you feel sad at being alienated in your own country. That feeling you had you were privy to ( insert history here) for reasons. Welcome to the feeling the rest of us had for the whole time that won’t be able to remember what you even felt once

[asim razvi @DataAsArt]

@NewYorktitleins @realEstateTrent Indian Wells. Better tournament. More relaxed. Grounds passes $50. Worth every penny to see players practice.

[asim razvi @DataAsArt]

PSG Inter. What you got? @ChampionsLeague let’s see your predictions!

[asim razvi @DataAsArt]

@bindureddy Do you mean it created it from a prompt? Or it’s pulling from a created deck?

[asim razvi @DataAsArt]

@aaolomi @libramoongal Where’s my Jinn! I’m bringing the Jinn!

[asim razvi @DataAsArt]

@aaolomi I’m deceased