Salesforce and Microsoft
"This is a marquee moment for us. And we want the market and our technology to come together.
"At the same time, we do want to break the hypnosis around, ‘You know, I really think that Copilot is the next Clippy' (a Microsoft Office virtual assistant from the 1990s and 2000s). … It hasn't really delivered for customers what they intended.
"It's cute, it's fun, does some things, and then you're not really using it. It doesn't have the adoption rates. … These models. They're just commodities. They don't do anything for you. The value's in the data and the metadata. … I'm not a mean Microsoft person. … I love them.
"They're great. A very impressive company. They have tremendous acuity in their ability to run their business. … The European Union wrote this interesting statement about how they run their business, about Slack and some of the things that they did inside their company when these two entrepreneurs were trying to build this company and what actions they took and how they went after them.
"You might want to read it. It's very interesting. A lot of insights. It reminded me also, on Netscape was another one. They had a very interesting document about that. … It's a very interesting business philosophy there."
