Is Salesforce interviewing everyone in the world? Building quite a professional war chest, by spending quite the war chest. My hunch is that the bullish hiring, will be followed by a bearish layoff season.

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They usually let go of the bottom 5% I believe, heard Beinoff say that once on CNBC

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They're a huge company. Also, I think many people have possibly left because they don't want to return to the offices and Salesforce has said it's not going to let people go permanent remote.

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Salesforce definitely has had mass layoffs in the past, usually as part of a reorganization. But their growth guidance is pretty bullish, has been bullish for the past few years, and earnings continue to beat guidance. Their is also a significant talent shortage in the SFDC ecosystem that's affecting salesforce and all of their partners.

All asset prices are crazy since the recession rumors in 2019, covid, stimulus, etc. I’m expecting SFDC to correct eventually.

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