Steve Ballmer: Salesforce Is 'Too Expensive'

The video discusses the valuation of Salesforce, suggesting it is overpriced relative to its earnings potential. It contrasts this with Amazon, which is seen as having great potential despite not currently meeting market profit expectations. The speaker believes that eventually, the market will demand profits that align with a company's market cap. The discussion highlights the importance of earnings in relation to market cap and the fundamental principles of capitalism.

What do you think makes a company like Amazon a 'great company'?

How do you interpret the relationship between earnings and market cap in the context of capitalism?