It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.
(00:15) Tim Beyers and Deidre Woollard discuss:
- How Salesforce improved its margins.
- What role AI plays in Salesforce’s future.
- CrowdStrike’s land-and-expand model for growth.
(21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.
Companies discussed: CRM, CRWD, MSFT, ZS, TDUP
Host: Deidre Woollard
Guests: Tim Beyers, James Reinhart
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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