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Indeed, it's cyclical. About 7 years ago there was a social media platform buying spree. Salesforce bought Radian6 and Buddy Media (for ~$700M). Oracle bought Virtue for $300M. Google made its own acquisitions in the space (Wildfire).

But now, Salesforce now has a bigger war chest to play with.

Looks like BI is the new hotness.




I would say all things data is the new hotness. Recently Google bought Alooma, Talend bought Stitch.

Personally I'm really interested in who if anyone will buy Snowflake.




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