Mark Benioff is a big charismatic guy. He's had a couple of co-CEOs leave. Do you think he can partner with another co-CEO? Would he have to leave in order for succession to happen? Looking at the future of Salesforce leadership, what do you see? So are you asking me, is there a Kendall Roy for Mark Benioff? I don't know.
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices