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u/michahell 22 hours ago Discussion

The information reports USDA has let ONE of it's SalesForce contracts expire

Still a strong believer in regression to the mean, for SaaS, for the time being. However, I share this quote with you from "The Information" 's latest newsletter that I just glanced over: \> The U.S. Department of Agriculture, which spends about $3 billion a year on IT, uses Salesforce for “pretty much everything” including case management and maintaining its public facing portals and websites, according to chief information officer Sam Berry. But over the last year, the sprawling agency reduced its use of Salesforce for some tasks as it turned to other software suppliers such as enterprise AI firm C3. So "The Information" (what an incredibly dumb name to be honest) is a costly paid "Deep Research" entity that does write interesting things (imo) and also publicised Anthropic's private (quarterly?) financials. Screw their insanely expensive paid subscription. However, if you subscribe to their mailing lists, you do get exposed to some interesting bits of information. Like the excerpt above. Here's that last newsletter in PDF format for you to read. yw: https://files.catbox.moe/la1enq.pdf
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  1. u/ohgodthehorror95 1 17 hours ago
    I'm still a SaaS bull but even I'm willing to admit what some companies are probably done for. WIX and MNDY for instance aren't gonna make it imo. But deeply embedded enterprise systems like what SAP or NOW run? Those are probably quite safe