Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
post Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
https://x.com/chamath/status/2082020525711200402
post Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
https://x.com/chamath/status/2093009135763857787
post Palihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
https://x.com/chamath/status/2084623602398232993
post Palihapitiya questions whether recurring in ARR actually means recurring for Anthropic
https://x.com/chamath/status/2091151272791748903