They’ve diversified into other areas as well, so it’s not just Salesforce now.
One domain I find particularly interesting is AI/ML. They’ve managed to train LLMs with internal data of clients and have deployed them for their use. This is no mean feat.
This is an area with good revenue potential I’d say.
But one thing I am cautious of is that the metrics/ratios seem too good to be true. Apart from the last 2 quarters maybe, everything’s picture perfect which makes me feel weird.
Disc: Exited a few months ago, but still tracking.