Wire · operational-macro
Salesforce Just Made Chamath Rethink SaaS? After Calling RPO Worthless Just ...
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 29 August 2026 · Fusion42 review
Salesforce reported strong Q2 revenue growth and raised its fiscal 2027 outlook, driving a sharp rally in its stock and broad software sector gains. Chamath Palihapitiya reversed his earlier bearish stance on SaaS, highlighting Salesforce's AI integration as a key validation of sector recovery and long-term value.
This Wire brief sits within Fusion42's coverage of Enterprise Software.
◆ ◆ The Wire takeaway
Chamath's reversal signals a software valuation rebound driven by AI-enabled enterprise platforms. You should update your market assumptions and consider Salesforce-class models to benchmark SaaS investments now.
◆ Coverage
1 source · 28 Aug 2026
◆ Related on Wire
◆ Topics