📈 Momentum continuing to weaken for $NVDA relative to $CRM so I placed the appropriate orders.
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Eric Pelnik's avatar
How do you think the Slack acquisition plays out? I've been seeing more and more mainstream marketing around the product.
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Pete Nikolai's avatar
Salesforce overpaid so the acquisition will inhibit other short term priorities but it will probably make sense long term since it allows them to avoid trying to build similar functionality. Slack also brings additional name recognition which should help with positioning and contribute to revenue under both brands. The acquisition also prevents Slack from becoming a major competitor. Long term picture looks good but short term $CRM will probably be more volatile.
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