“On the earnings call, Murphy put the company's new revenue outlook for fiscal 2027 at about $12 billion, compared with the previous about $11.5 billion. He also raised the outlook for…”
“Murphy's release points to significant acceleration in the custom business starting in the second half of fiscal 2027.”
“There were fundamental questions here that could have been asked hundreds of years ago. It's just that no one thought to ask them.”
“It's maybe the most fundamental thing that you can say about the evolution of the entire universe. And yet it's not something that anyone thought of until they were building steam engines.”
“"This nonsense of this SaaSpocalypse, I think it is time for it to stop," CEO Marc Benioff said during Salesforce's earnings call.”
“"We've been hearing about this for the last two quarters, these dire predictions about the end of software and how the [AI] models eat everything, but none of them have come true for us,"…”
“"AI is delivering value across every layer of our platform," Benioff said. "We're seeing incredible demand for our AI and data products, with ARR [annual recurring revenue] about to cross…”
“Customers want the freedom to choose the best tools for their AI workloads, and they want confidence that everything works seamlessly together. That’s why we’ve invested deeply with NVIDIA…”
“Salesforce CEO Marc Benioff agrees that AI will have a big impact on his company, but he thinks it'll be for the positive.”
“Navier-Stokes is very much an approximation.”
“Nadella also emphasized that AI demand continues to outpace supply, despite the ongoing investments into data centers and other infrastructure.”
“CEO Satya Nadella noted that Microsoft 365 Copilot has surpassed 30 million paid seats, an encouraging sign that the company's infamous stickiness with enterprises is bearing fruit once…”
“All individuals will have access to artificial intelligence, and no tech giant will reign supreme due to a new focus on decentralization.”
“Over time, I expect that widely deployed AI models with strong cybersecurity capabilities will lead to systems that are more secure, not less,”
“Zuckerberg believes everyone will have "an exceptionally capable personal agent."”
“You've heard the narrative on the SaaSpocalypse ... that these AI apps are transforming software, which is definitely true.”
“Benioff signaled he's willing to accelerate repurchases when he sees a meaningful gap between the stock price and the company's long-term value.”
“COO Gwynne Shotwell announced that SpaceX's connectivity segment, Starlink, will compete with AT&T, Verizon, and T-Mobile as a full-fledged wireless carrier.”
“The window for an end year launch is narrowing.”
“The first flight is extremely important... it's really about how do we get to flight 10 in the shortest time possible.”