Marc Benioff Says the Software Bears Are All Wrong About Salesforce - WSJ

kept by eddie apr 21

Marc Benioff argues that Salesforce's value grows with AI, countering Wall Street fears of disruption from AI agents replacing per-seat pricing.

Salesforce employees are confused about why the company is promoting a competitor inside Slack
Salesforce promotes Anthropic's Claude Tag inside Slack, but employees worry it competes with Salesforce's own Slackbot and Agentforce.
also on Marc Benioff, Salesforce, #enterprise, #business-strategy
Companies Aren’t Ripping Out Business Software for AI. Here’s What They’re Doing Instead. - WSJ
Large corporations are not replacing core business software with AI, but are using AI to build small custom apps and negotiate better vendor deals.
also on Salesforce, #enterprise, #ai-integration, #business-strategy, #software-engineering
Software Is Dead — Long Live Software - by Euclid Ventures
AI will expand the software market rather than kill SaaS, and vertical software with strong data and workflow moats will survive and thrive.
also on Salesforce, #enterprise, #business-strategy, #software-engineering, #ai