yep, good comparison! crm bought tableau for $15B+ and google was fine w/ Looker @ $2B, and data is a clear high-ceiling market. not a lot of buyers at that le

yep, good comparison! crm bought tableau for $15B+ and google was fine w/ Looker @ $2B, and data is a clear high-ceiling market. not a lot of buyers at that level, so as soon as > $1B, and bought for way more than 10X on revenue, so unclear if/when they'd see $6B again. capital is cheap right now too, and while interest rates are expected to stay low for 3+ yr, in reality no one knows as the current situation is confusing economists...