Risk of CRM being replaced by AI integration (e.g., via Anthropic) and difficulty securing larger contracts are negative signals.
Bearish
“Revealing My Current Stock Thesis & Allocation Framework.”
Meet KevinPublished Sep 10 · 1 passage
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Like even though we've crushed it on Salesforce and and you know I think we're doing very well overall in this this idea of a Q3 Q4 software bottoming is there not still a risk that if Salesforce is now onboarding everybody headlessly uh their data via Anthropic that Salesforce ends up getting replaced. and they're already telling us they're having trouble signing bigger contracts with their customers. That's a problem. That's a red flag, right?
What this channel has said about $CRM
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2026-09-10BearishThis one
Like even though we've crushed it on Salesforce and and you know I think we're doing very well overall in this this idea of a Q3 Q4 software bottoming is there not still a risk that if Salesforce is now onboarding everybody headlessly uh their data via Anthropic that Salesforce ends up getting replaced. and they're already telling us they're having trouble signing bigger contracts with their customers. That's a problem. That's a red flag, right?
2026-09-04
Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.
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