“"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,"…”
“Salesforce CEO Marc Benioff agrees that AI will have a big impact on his company, but he thinks it'll be for the positive.”
“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.”
“Our entire business nearly doubled in the span of 12 months.”
“We're pleased but not satisfied.”
“I have tremendous respect for Elon and everything that he has done, and so we look forward to continuing to partner over the longer term.”
“There are Marxist overtones and undertones to our business. Others, including many of those building large language models, intend, knowingly or otherwise, to capture the means of…”
“You are paying for the right for them to migrate your IP, your know-how, your expertise to their model, so that they can build a competitive business that doesn't require your business or…”
“Palantir Technologies (PLTR -0.20%) CEO Alex Karp recently highlighted a small cohort of companies as the true standouts of the artificial intelligence (AI) infrastructure build-out. He…”
“a handful of big companies could end up controlling everything.”
“the Takeda deal lets the company scale beyond its own pipeline and become a top global player in AI drug discovery”
“roughly sixty million upfront with the remaining six hundred million tied to milestones and royalties”
“CEO Cristiano Amon framed the shift as Qualcomm's "next chapter," saying the company is accelerating its edge diversification strategy, introducing a roadmap for next-generation AI data…”
“On Pfizer's first-quarter earnings call, CEO Albert Bourla was optimistic that in 2029, the company will begin a five-year period of strong growth, with revenue growth rates in the high…”
“There's still a lot of viscosity in adoption in enterprises, which means that there's still … a lot of value creation to be had”
“Agnostic of these two companies, we were planning for something in 2028 so that still remains the case”
“"At the end of the year, I should really be transitioning right now to being in founder mode," Hoffman said on a podcast alongside Nadella that was released Friday.”
“When I wake up in the morning, I am not thinking about how to kill the competitor.”