Digital / Sales Transformations - Value-Based Thinking - Increase Top-Line Revenue, Expand Margins, Improve CX and LTV. Opinions are my Own. No Advice.
@ProductLogAI@StockMKTNewz This is spot-on - does the thesis still stand. For example, is the 'competitive advantage period' less than what it was and is the risk-adjusted value lower given the competitive and technological landscape and dynamics. Time will tell.
@TechFundies Bill is a strong CEO. At Xerox for 17 years (very strong sales org back in the day) - youngest VP. Outworked everyone. Polished and smooth - strong EQ. Not someone I would bet against. I know people who have worked with him - speak of him highly.
@Greiser Agreed on enough. What you also (sometimes) see is that when many people hit their 'number' - they realize that true peace and equanimity is often not on the 'outside' (is that it?) - 'the only way out is within.'
@BoringBiz_ I have found Claude to have the highest EQ. It has also build some solid models in Excel. I do tend to look like Grok for financial content and it does remember me. Love the large context window for NotebookLM/Gemini.
@undrvalue Love the thought experiment. We also need to look at increase in salaries given less SBC to hire/retain talent + pricing pressure given 'new' competitors + Benioff's model of hiring more sellers to grow. Right now, rule of 50 and DD growth are challenging.
@ThePupOfWallSt I would move CRM and NOW to Systems of Record - WFs are part of their platforms, but not defined by it. They are also embedding AI into their business processes.
@venturetwins I've worked in the CRM space since Siebel days. I think on the SMB level, you might see some replacements. On Enterprise level, it will take time. Very hard to unwind major deployments - think of a major PEGA call center implementation with 10K+ workflows.
@Gladwell Really like the episodes you’ve done on college rankings, esp. the Columbia piece.
Question - what material item have you changed your mind on over the last 5 years and why?