Steph Zhang(@steph_zhang):Salesforce and HubSpot are supposed to be the least disruptable companies in enterprise software. @GioAhern, @aleximm, and I argue their databases aren't going anywhere — but a new layer is forming above them: the system of intelligence that reads, reasons, and acts across the stack. The CRM doesn't shrink to make room. Software just gets a bigger job to do — and that's where the next decade of GTM value gets built.

2026.05.14 15:07

Salesforce and HubSpot are supposed to be the least disruptable companies in enterprise software. @GioAhern, @aleximm, and I argue their databases aren't going anywhere — but a new layer is forming above them: the system of intelligence that reads, reasons, and acts across the stack. The CRM doesn't shrink to make room. Software just gets a bigger job to do — and that's where the next decade of GTM value gets built.

Steph Zhang@steph_zhang

2026.05.14 14:03