Rick Mozzarella

Enterprise Cloud Sales. To Be Circled Is To Be Won.

[Rick Mozzarella @MaxQcap]

@thedealdirector I am long on SpaceX - and particularly NOT bullish short term.

There will be plenty of buying opportunities in the next 36 months when ‘AI-in-space’ isn’t there yet, Grok revenue isn’t growing to expectations, and the company is hemorrhaging money.

$FIG curve for 12 mos min

[Rick Mozzarella @MaxQcap]

@awbellefontaine @thedealdirector Not exclusively, I was using the term as all-encompassing to refer to what @thedealdirector includes in his database.

[Rick Mozzarella @MaxQcap]

@thedealdirector I would love to see your take on earning potential within the InfraAI ecosystem. As someone at one of the hyperscalers - I can tell you that 7 figure potential is gone with the shift to consumption based comp, even though I agree it’s the best model for customer

[Rick Mozzarella @MaxQcap]

@thedealdirector This gets to the crux for f my question - are seasoned vets better off chasing the AI hype train/gold rush via exit potential at AI startups rather than sticking it out at the bigger players. I think the risk/reward warrants a long form answer.

[Rick Mozzarella @MaxQcap]

@realEstateTrent Buy the foam mats to lay down under the sleeping bags. Like a yoga mat but thicker. You don’t need to spend thousands on camping equipment you won’t use much, but buy those.

And bring a lighter.

[Rick Mozzarella @MaxQcap]

So long as context is everything in AI, there exists a paradox whereby Salesforce’s agents can only ever be useful within the confines of the window dressing that is an enterprise’s Salesforce instance.

[Rick Mozzarella @MaxQcap]

The biggest problem I see with Salesforce as a hub for agentic AI is that at every company I’ve ever worked for, or alongside, the data in Salesforce falls somewhere on the spectrum between ‘chaotic mess’ and ‘completely fake & generated for optics.’

[Rick Mozzarella @MaxQcap]

It’s collective denial across all levels of GTM orgs everywhere. Any acknowledgment of bad data in #SFDC is putting one’s own place in the bread line at risk - it is quickly spun back on the individual: “is your orgs data messy? That’s unacceptable…”

[Rick Mozzarella @MaxQcap]

SaaS that calls an LLM to execute a function is still SaaS. I’m not sure how many people are willing to come to grips with that.

[Rick Mozzarella @MaxQcap]

@thedealdirector IMO too many people expect a SaaS value curve from AI (I.e. procure -> implement -> immediate value) when AI is more akin to new infrastructure. In the early 2000s, businesses who refused to dig & install cable internet lines to their buildings would have been dead by 2009.