Results for “Salesforce”

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Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos

Alex Kantrowitz4 views
0:24talk about the state of the SAS apocalypse now that software companies like Salesforce, [music] Adobe, and Microsoft seem to have rebounded from their SAS apocalypse1:18off and Dario Amod sitting next to each other uh starting to shill this new this new um anthropic and Salesforce1:51with this because maybe software really is back so um let me let me at least introduce this okay so this is from CNBC Salesforce CEO

Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead?

20VC with Harry Stebbings33 views
29:59you're exactly right Ben off would if Ben off could get a hundred billion to buy something to change the face of Salesforce, the LinkedIn of AI, he would do it tonight.56:04they're scared about a lot of things but we make fun of vibe coding oh we're going to vibe code our salesforce but what if they start building a tier56:56We did. They did nothing but blame Salesforce and said they could not commit to a fix. So my point is this is what old software looks like. Okay? And

Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump

The Information4 views
1:36quarterly results. Revenue more than doubled. We'll talk about that with an analyst. And we're going to close out the show with Salesforce's quarterly3:14um hacking phase counts a lot of like kind of strategic investors like um already so we do know that like Salesforce is one of like the potential22:17Salesforce shares jumped after its quarterly results last night. Revenue rose 11% slower than the 13% from last

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation

20VC with Harry Stebbings
29:03it's like it's like how we run on Salesforce headless okay the agents sometimes do some pretty kooky things on top on top of it let me tell you but but29:12the Salesforce data is locked down. So if we lock down enough credit cards, if we lock it's but the but the learning here's the metal learning guardrails38:56started looking at a lot is just the total labor spend and you know software including people working at Salesforce

Topics & chapters 9

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AI summaries 15

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Inside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump

The Information4 views
Salesforce shares rose as organic growth accelerated and it deepened its partnership with Anthropic, signaling that the 'SaaS apocalypse' fears are easing as enterprise software adapts to AI through outcome-based pricingsummarySalesforce's stock rose because organic subscription revenue growth is expected to accelerate in H2 FY2027 (6.5-8%), countering fears of AI-driven disintermediation and proving enterprise software can integrate AI withoutakeawaySalesforce is shifting towards 'outcome-based pricing' tied to customer revenue generated or costs saved, similar to Palantir, rather than traditional seat-based or usage-based models, to justify AI tool costs.takeaway

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

All-In Podcast1 views
The discussion highlights a divergence between US pessimism and Chinese optimism regarding AI, while analyzing strong earnings from Nvidia and Salesforce as evidence that the 'SaaS apocalypse' narrative is false.summarySaaS Evolution: The 'SaaS apocalypse' is disproven by Salesforce's performance; horizontal platforms survive by integrating with AI agents rather than competing with them. Mark Benioff's strategy involves allowing Claudetakeaway

Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead?

20VC with Harry Stebbings33 views
Agent Fabric as the New Moat: Salesforce's 'headless' strategy signals that the future enterprise moat is not the UI, but the 'agent fabric'—the layer that manages, secures, and orchestrates hundreds of autonomous AI agetakeaway“The real long-term value that Salesforce has is... if you make it easy for Jason's agents to work with Salesforce, then he might get around to killing you for the longest time. So that's the big move they made... he's pquote

How Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company

The Information4 views
Software pricing is evolving from simple seat-based models to complex hybrids; Salesforce offers Agent Force via seat ($125/mo), usage credits (10 cents/credit), or outcome-based custom contracts.takeaway“You can pay for Agent Force per seat... or you can pay... for the AI agent. And so you can pay by for usage or pay by user. And then Salesforce also now has this help AI agent and you only pay when it works.”quote