CRM directional thesis
Salesforce is the short here, because if anyone can build the software they need in a few hours, the old seat-by-seat SaaS giants lose their grip.
“I believe in shorting SaaS if I can. That's probably what I believe in right now.”102:50claim_id
mcl_32ab3d3c98a20ac9e0open evidence ↗Human-reviewed public claim.
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