With five activist investors hanging out in the capital structure of Marc Benioff’s Salesforce, what might be going through the mind of the embattled C.E.O.? Today, a look at the company’s pressure points and some unsolicited advice for Marc; my thoughts on Unscripted, the recent book about Shari Redstone and the Paramount Global C-suite battle royale; and finally, my conversation with Matt Belloni in the wake of Disney’s earnings call.
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At the end of January, Dan Loeb and I had a “drink” together—sparkling water for both of us and some crudités—at the recently opened Aman New York, at the corner of 57th and Fifth. There is some sort of private Aman Club in there for members, as well as an ultra ultra-luxe hotel. Since Dan is a member, we agreed to meet there.
We spoke about a bunch of things, including about his friend Marc Benioff and Salesforce. He made no mention of...