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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

3572.959 - 3594.211 George Sivulka

I don't think they are. I think that Salesforce has built, again, a very, very, very sticky network effect with people. And people are the shifting function at the end of the day. It's not a technology problem. Claude can build a Salesforce. I think Klarna, again, had another Fugazi story about going off Salesforce because Claude had built them a CRM.

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