Software’s AI Nuclear Winter 5/30/24

Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.