One stat that sticks with me from this convo: the value of a single Salesforce customer ($ individual customers spend on Salesforce product) has grown 15% / year since IPO...bonkershttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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Extremely high and expanding switching costs (adding services/using data), both monetary and opportunity. Could even be argued that it’s more resource intensive than switching costs related to quitting smoking. Incredible business.