The speaker believes Salesforce is not at risk in the way that mid-tier SaaS providers serving small and medium-sized businesses are, and predicts those mid-tier providers will struggle.

“But, like, people who do software B2B, who own this like mid-tier SaaS, Salesforce is fine, like nobody's worried about Salesforce. But like the mid-tier SaaS where like, you know, a lot of small, mid s- SMB, do you guys call them SMBs?”

“SMBs, they're gonna really struggle.”