Keep pulling the thread on Marcelo Lima.
A report from the Jefferies Trading Desk in late January 2024 indicated a 10-to-1 ratio of selling versus buying volume in software stocks, with sentiment that the sector was "uninvestable."
Anthropic's AI tool, Mythos, is reportedly so effective at discovering and exploiting zero-day vulnerabilities that the White House has advised major banks to use it for security.
Salesforce recently launched Salesforce 360 Headless, which exposes all platform functionality from products like Slack, Tableau, and MuleSoft through Model Context Protocol (MCP) interfaces.
monday.com repurchased 15% of its outstanding stock within a roughly six-week period between mid-February and the end of March 2024.
Marcelo Lima predicts that both Windows and Mac operating systems will soon ship with a built-in, local AI model and an agentic framework similar to OpenClaw.
At an enterprise software event in late February, Anthropic stated its strategy is to partner with SaaS companies and serve as an infrastructure layer, not to compete with them directly.
Marcelo Lima predicts that AI model providers like Anthropic and OpenAI will primarily operate as an infrastructure layer, similar to AWS, rather than competing at the application layer against companies like ServiceNow or SAP.
The headless API approach from Salesforce allows developers to build custom user interfaces, addressing common complaints that the native Salesforce UI is ugly and clunky.
In 2019, before the acquisition, Slack co-founder Stewart Butterfield stated he interacted with Salesforce data entirely through slash commands within Slack, never opening the Salesforce application itself.
Chegg (CHGG) initiated an Accelerated Share Repurchase (ASR) program in November 2023, claiming to be an AI beneficiary, before its stock continued to decline.
Major software-as-a-service (SaaS) companies like Adobe, Atlassian, ServiceNow, and Salesforce have been integrating AI into their products for a significant period of time.
ServiceNow's ProPlus SKU, which includes AI features, became generally available in late 2023.