Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Quality Investing with René Sellmann
Quality Investing with René Sellmann
What Do Ray Dalio and Salesforce's CEO Know about the Future that You Don’t?
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What Do Ray Dalio and Salesforce's CEO Know about the Future that You Don’t?

“I’ll be the last CEO of Salesforce who only managed humans.”

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Rene
Mar 25, 2025
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Quality Investing with René Sellmann
Quality Investing with René Sellmann
What Do Ray Dalio and Salesforce's CEO Know about the Future that You Don’t?
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Ever wonder how multi-hundred-billion-dollar data centers turned into a “commodity”—and why one of tech’s biggest CEOs couldn’t be happier about it?

Or why the founder of the world’s largest hedge fund thinks we’re on the cusp of a colossal global shift?

Luckily, CNBC recorded a conversation with Marc Benioff, CEO of Salesforce, and Ray Dalio, founder of Bridgewater Associates, at CNBC’s CONVERGE event in Singapore.

From the economics of AI-driven “digital labor” to the massive debt issues shaping entire nations, these two powerhouses offer a rare, unfiltered view of the forces remaking our world.

Dive in to learn what’s really fueling the tech revolution—and why navigating debt, geopolitics, and social divides is just as important as inventing the next big thing.

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