Press Space to continue
Press Space to continue
This week’s tech earnings calls were a critical reminder of how valuable the relationship is between software and AI. Software provides the guardrails for how data is managed, how business logic in workflows are maintained, how you manage and govern access to information, how you protect data, and more. You want these systems to work the same way every time, without fail. Agents, on the other hand, work inside these systems and with this data to execute on tasks just like people would have.…
davidsacks@davidsacksAug 27
The “AI capex is a bubble” and “SaaS is dead” narratives getting shredded this morning. NVDA +8%, SFDC +20%. NVDA: $96B q2 revenue (+106%), ~$60B net income, 75% gross margin. Highest core-business quarterly profit ever. Guided FY28 rev +70% vs Street exp 45% — and that’s a supply-constrained number. SFDC: bookings reaccelerated (fastest in 4 years) and Agentforce is showing up in ARR. Benioff: “the UI is the AI.” They’re putting Salesforce inside Claude. If you can’t beat ’em, join ’em. Still need systems of record. Congrats @JensenHuang @Benioff