PERSON DIRECTORY
Alex Immerman
Alex Immerman appears in 3 indexed conversations across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
How Salesforce Chooses the AI Companies It Wants to Buy
Salesforce pairs scarce AI capabilities with 15,000 sales reps, though six-to-nine-month integrations keep build-versus-buy speed in question.Fin’s 14-day internal deployment, over-40% share of help.salesforce.com traffic and 65% human-free resolution illustrate outcome pricing as customers may need fewer seats.Somorjai says security can veto deals, while valuations above $10 billion leave few buyers and the timing of a reckoning remains unknown.
AI, Infrastructure, and the Next Investment Cycle
David GeorgeSarah WangAlex ImmermanSantiago Rodriguez
AI’s rally is being driven by earnings rather than multiple expansion, with the S&P 500 below 20 times earnings while growing about 15%.Capex is projected to rise from $416 billion in 2025 to about $780 billion in 2026 and exceed $1 trillion annually from 2027; enterprise adoption remains concentrated in pilots, with inference-cost declines and workflow deployment as catalysts.