Search · resolved
Which podcasts are discussing CRM?
102 ATTRIBUTED IDEAS · 76 EPISODES · 22 SHOWS
The shows · from the most recent 100 ideas
The Twenty Minute VC
All-In with Chamath, Jason, Sacks & Friedberg
Animal Spirits
The Compound and Friends
Yet Another Value Podcast
CNBC Fast Money
a16z Podcast
Excess Returns
Goldman Sachs Exchanges
Monetary Matters with Jack Farley
Motley Fool Money
The Acquirers Podcast
Thoughtful Money
We Study Billionaires - The Investors Podcast Network
Bankless
Barron's Streetwise
Bloomberg Surveillance
Prof G Markets
Real Vision Daily Briefing
The Best Ever CRE Show
The Derivative
The Meb Faber Show
Where the discussion went deepest
7 JUL7 JULA16Z PODCAST
SAP and core enterprise platforms resist AI displacement
“The argument presented: legacy enterprise platforms like SAP and Salesforce will not be easily replaced by simple AI database layers, because their primary moat is deeply codified business logic and regulatory compliance rather than user interface design.”
Is Software Losing Its Head?
Core thesis · 5/5Verify in source →
18 JUN18 JUNTHE TWENTY MINUTE VC
Salesforce acquiring Fin validates outcome-based SaaS pivot
“Salesforce's acquisition of Fin (Intercom) for $3.6B was framed as a strategic move validating the transition of legacy SaaS from per-seat pricing to outcome-based AI models.”
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models
Core thesis · 5/5Verify in source →
29 MAY29 MAYPROF G MARKETS · 02:30
15 MAY15 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 15:00
AI rerates enterprise software valuations
“The guest argued the enterprise software market has been rerated downward due to AI hype and uncertainty, despite strong underlying business performance.”
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Core thesis · 5/5Verify in source →
8 MAY8 MAYTHOUGHTFUL MONEY · 06:30
23 APR23 APRYET ANOTHER VALUE PODCAST · 10:30
SaaS sell-off overblown on AI disruption fears
“The guest argued the 'SaaSpocalypse' narrative is exaggerated, creating a generational opportunity to buy high-quality software companies at distressed valuations.”
Investing in the SaaSpocalypse with Heller House's Marcelo Lima · with Heller House's Marcelo Lima
Core thesis · 5/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.