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Home > TechCheck > Software’s AI Nuclear Winter 5/30/24
Podcast: TechCheck
Episode:

Software’s AI Nuclear Winter 5/30/24
Category: Technology
Duration: 00:07:24
Publish Date: 2024-05-30 18:51:29
Description:

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. 
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