The Guesties
MB
Marc Benioff
Guest on the All-In podcast · commentary only
Commentary — not scored
Marc Benioff weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.
In their words
Anthropic→Commentary
“Have you seen Anthropic? I mean, it is a rocket ship. That will not stop because you can use this product to do these incredible, amazing things.”
E273· May 15, 2026
Salesforce→Commentary
“we'll do over $46 billion this year, more than $16 billion in cash flow. We have more than 83,000 employees. These are the things that I'm focused on.”
E273· May 15, 2026