First Citizens Buys Silicon Valley Bank Assets -- and Regional Bank Stocks Rally 3/27/23
Squawk on the Street
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Salesforce Jumps the Queue
Salesforce has now jumped the queue and has come at that, I think, literally at the top. Goldman today takes a look at overall the gender of AI. They take the TAM, 150 billion versus overall software TAM of 685. You know, I didn't like their piece because they talked about long-term productivity. And I think it very much is in disagreement with the kind of industrial part of GPT that Jensen Wong talked about.
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