Software’s AI Nuclear Winter 5/30/24

TechCheck

English - May 30, 2024 18:51 - 7 minutes - 6.79 MB - ★★★★★ - 51 ratings
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Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger quarters? We talked exclusively to Box CEO Aaron Levie on the trends he’s seeing in software cycles.