Brody Ford

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Brody Ford, mentioned 13 times across podcast episodes and expert conversations analyzed by Sonic.

What Brody Ford has said

According to Brodie Ford, growth in Salesforce's core products for sales and service is slowing down.

bearish·Brodie Ford

Oracle's data center lease commitments have been flat for the last two quarters after previously signing a large number of leases, primarily for OpenAI.

neutral·Brodie Ford

A significant competitive concern for Adobe is that its software is expensive and complex, making it vulnerable to free or simpler generative AI alternatives for casual users.

bearish·Brody Ford

According to Brodie Ford, growth in Salesforce's core products for sales and service is slowing down.

Expert perspectiveBrodie FordJun 1

Oracle's data center lease commitments have been flat for the last two quarters after previously signing a large number of leases, primarily for OpenAI.

Expert perspectiveBrodie FordJun 25

A significant competitive concern for Adobe is that its software is expensive and complex, making it vulnerable to free or simpler generative AI alternatives for casual users.

Expert perspectiveBrody FordJun 3

Adobe is searching for a new CEO to replace Shantanu Narayen and has identified two internal candidates while also using a search firm to look for external candidates with AI experience.

Expert perspectiveBrody FordJun 3

Anil Chakravarty, an internal candidate for Adobe CEO, runs the company's successful marketing and analytics software division.

Expert perspectiveBrody FordJun 3

David Wadhwani, a leading internal candidate for the Adobe CEO position, has been the primary deputy for the company's largest business segment.

Expert perspectiveBrody FordJun 3

Microsoft executive Charles Lamanna held talks with Adobe about its CEO position but ultimately backed out of the process.

Expert perspectiveBrody FordJun 3

Salesforce is experiencing slowing growth in its core Sales Cloud and Service Cloud products.

Expert perspectiveBrodie FordJun 1

Salesforce CEO Marc Benioff stated that marketing future product capabilities is a normal industry practice to show customers a vision and that customers are not confused by it.

Expert perspectiveBrady FordMay 22

A Bloomberg report found that some of Salesforce's AI agent functionality shown in keynotes and commercials is aspirational and not yet available to customers.

Expert perspectiveBrady FordMay 22

Salesforce customer Williams-Sonoma hopes to have the advanced AI functionality demonstrated in keynotes operational by the holidays.

Expert perspectiveBrady FordMay 22

Oracle has committed to providing 4.5 gigawatts of power to OpenAI within an unprecedented timeline.

Expert perspectiveBrody FordApr 14

Oracle is paying over $1 billion per year to power its Shackleford data center campus in Texas.

Expert perspectiveBrody FordApr 14

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