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Salesforce - $CRM

Salesforce M&A chief on its 750 bets: "We've acquired 29"
9 calls: how Fin paid for itself on Salesforce's own help site, why one pen test killed a deal, and why the next reckoning hits private-market…
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Protege CEO on synthetic data: "18 months away" for all 4 years he was at Datavant
10 lessons: Why selling data to hedge funds rarely works, why genetics is the most locked-up dataset, and why the big AI models won't swallow vertical…
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Ex-Weiss Multi-Strategy CIO: AI agents will make crypto the toll collector
9 calls: why AI agents squeeze bank profits, why compute decides the model race, and why bitcoin looks like Micron did in 2024
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Kleiner Perkins partner: late-stage deals took over 80% of $400B in venture through June
10 takeaways: why AI agents like Instinct are the first consumer moment beyond ChatGPT, the trillion-dollar markets open to physical AI, and why…
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Discretionary macro is back as quant tools impress nobody, says RCM Alternatives partner
9 insights: how the Lakers buyers can deduct about $800M a year, how a Utah resort sold back to its developer for $30M, and why AI job losses are…
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A growth startup's AI spend went from $200K to a $4M run rate — Primary Ventures partner
15 insights: Anthropic's compute bill against its payroll, why payroll software survives AI as a "cockroach," and why a model you can buy is beta while…
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7M data fields are why AI can't simply vibe-code an ERP, SAP's CEO finds
14 insights: why switching AI models cut costs 10-fold, why SAP capped staff token spending, and why he expects 100% accurate finance agents within…
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645 Ventures co-founder: selling half of one stake returned 35% of his first fund
18 lessons: why he says $50M seed rounds are bad for companies, why venture prices look exuberant again, and the 40-year-old bank software vendors he is…
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Only 1 or 2 of every 10 reps drive the revenue, Cortado Group's CEO finds
8 principles: success starts with a human champion before any AI tool, the internal data layer he calls a "context engine," and the robocalls that burn…
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Okta CEO on securing AI agents: "no one company can secure it all"
4 arguments: Why companies feel forced to pick between AI and security, what he says OpenAI missed in its Hugging Face hack, and how an industry kill…
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Decagon's CEO on product-market fit: "Six customers, a million in revenue"
21 lessons: The three weeks he spent picking the idea, why the team went from 50 to 500 in a year, and the deployment model he says separates Decagon…
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90% of enterprise AI work will run on cost-efficient models, says UiPath's CEO
21 insights: Why he says memory is not learning, what the map of work is and why he thinks a $90B legal opportunity converts into about $10B of tokens
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