Phenomenal analysis. Doesn't it just make sense for CRM to try and take out TWLO? Could be construed as a merger. Jeff Lawson would make a formidable future heir to the combined entity.
Absolutely agree, but I think the time to do that was a few years ago. As of today, Twilio is $65M market cap, and likely would require at *least* a 50% premium to transact. You're getting close to half of Salesforce's market cap ($220B as of today) to make that happen. Salesforce is very focused on sustaining mid 20s% growth, and I think the economics of this deal would make it untenable. Especially after the Slack acquisition. Though I think even without that, it's still hard... maybe impossible.
Awesome read. A more structured thought that my simple thought circling through mind lately - Salesforce is a system of record and just a customer database.
Nowadays 80% of SFDC workflow is better outside of it (Scratchpad, Dooly.ai, etc - more beautiful UIs) - which makes the question - is the "$150/seat/mo Postgres deployment worth it? Especially in recession times for smaller cos [startups, small saas, etc])
Fantastic as always! One question, how does a CDP like Segment differ from what Mulesoft does or all the other middleware/integration tools out there? Are they solving the same problem but in different ways?
As a new grad trying to understand the vast software ecosystem, this helped me finally understand what Saleforce does. Not only what they do, but how they fit into the greater ecosystem of other companies. Thanks!
Phenomenal analysis. Doesn't it just make sense for CRM to try and take out TWLO? Could be construed as a merger. Jeff Lawson would make a formidable future heir to the combined entity.
Absolutely agree, but I think the time to do that was a few years ago. As of today, Twilio is $65M market cap, and likely would require at *least* a 50% premium to transact. You're getting close to half of Salesforce's market cap ($220B as of today) to make that happen. Salesforce is very focused on sustaining mid 20s% growth, and I think the economics of this deal would make it untenable. Especially after the Slack acquisition. Though I think even without that, it's still hard... maybe impossible.
Really insightful. Let me check this article again.
Memo to myself: https://share.glasp.co/kei/?p=FgWMlIKfGMFptqd5QKDv
This is gold!!!!!
Awesome read. A more structured thought that my simple thought circling through mind lately - Salesforce is a system of record and just a customer database.
Nowadays 80% of SFDC workflow is better outside of it (Scratchpad, Dooly.ai, etc - more beautiful UIs) - which makes the question - is the "$150/seat/mo Postgres deployment worth it? Especially in recession times for smaller cos [startups, small saas, etc])
Fantastic as always! One question, how does a CDP like Segment differ from what Mulesoft does or all the other middleware/integration tools out there? Are they solving the same problem but in different ways?
As a new grad trying to understand the vast software ecosystem, this helped me finally understand what Saleforce does. Not only what they do, but how they fit into the greater ecosystem of other companies. Thanks!
Fantastic read, thank you!