Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents”
Financial Times:
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program
Salesforce (CRM.N) forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand …
How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts
Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends si...
The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes
Top of the Morning — I come here neither to praise nor pillory David Sacks, the venture capitalist who spends half …
Google is starting to bridge OpenAI's product moat, like with Gemini's “dynamic view” option, which converts a text answer into an interactive, visual output
here's why Anthropic and Gemini are pulling ahead Ludwig Makhyan / Search Engine Journal : ChatGPT Vs. Gemini Vs. Claude: What Are The Differences? Amina Ali / Daily Sabah : Reset ...
Google is starting to bridge OpenAI's product moat, like with Gemini's “dynamic view” option, which converts a text answer into an interactive, visual output
I have a simple method for my own AI rankings: product delight. That is, when I use the various services from the players in AI …
Marc Benioff apologizes for saying Trump should send the National Guard to SF, says the comments were made out of “an abundance of caution” around Dreamforce
Salesforce CEO Marc Benioff apologized on Friday for making comments in support of President Donald Trump sending federal troops …
Marc Benioff says President Trump is “doing a great job” and believes National Guard troops should be deployed to San Francisco to help reduce crime in the city
Mr. Benioff, the Salesforce C.E.O. and owner of Time magazine, once supported Hillary Clinton and a business tax for homeless services.
Doomer narratives of a rapid take-off to a monopolistic AGI were wrong, as new AI model releases offer a Goldilocks scenario of competitive, specialized models
David Sacks / @davidsacks :
Sam Altman says OpenAI will bring back GPT-4o to ChatGPT and raising reasoning model rate limits for free and Plus users, as usage of reasoning models increases
The move is a stunning reversal, proving that even the most powerful AI company can't ignore a mutiny from its loyal user base.
Marc Benioff says “AI is doing 30% to 50% of the work at Salesforce”, like software engineering and customer service, and its AI product has hit ~93% accuracy
This ratio sounds hard to fathom but if true I expect shareholders will push to see increased business results or layoffs as they have 30%-50% more employees than they need. Brutus...
Salesforce launches Agentforce 3 with an observability tool called Command Center and MCP support, and says 8,000 customers have signed up to deploy Agentforce
securely, reliably, and at scale. Empower teams to build trustworthy Agents for the AI era. https://www.agentforce.com/ ❤️🤖 [video] Marc Benioff / @benioff : Agentforce 3 is here —...
Salesforce launches Agentforce 3 with an observability tool called Command Center and MCP support, and says 8,000 customers have signed up to deploy Agentforce
securely, reliably, and at scale. Empower teams to build trustworthy Agents for the AI era. https://www.agentforce.com/ ❤️🤖 [video] Marc Benioff / @benioff : Agentforce 3 is here —...
Salesforce agrees to acquire cloud data management company Informatica for ~$8B, set to close in its FY 2027, one year after an earlier deal fell through
Informatica shareholders are set to receive $25 in cash per share, according to a statement on Tuesday.
Sources detail tensions between Sam Altman and Satya Nadella, whose partnership began after a summer 2018 meeting; Microsoft can block OpenAI's for-profit move
Altman and Nadella, Who Ignited the Modern AI Boom Together, Are Drifting Apart Rob Thubron / TechSpot : There's a growing rift between Sam Altman and Satya Nadella - Microsoft cou...
Salesforce reports Q4 revenue up 8% YoY to $9.99B, vs. $10.04B est., and forecasts FY 2026 revenue below estimates; CRM drops 5%+
Zaheer Kachwala / Reuters :
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead
- App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration
The AI community is abuzz over DeepSeek R1, a new open-source reasoning model. — The model was developed by the Chinese AI startup DeepSeek …
Salesforce says it will hire 2,000 people to sell AI agent software, a month after saying it would hire 1,000 for the task and two years after laying off 7,000+
Salesforce will hire 2,000 people to sell artificial intelligence software to clients, CEO Marc Benioff said on Tuesday …
An interview with Salesforce CEO Marc Benioff on his background and the founding of Salesforce, his vision for AI, Agentforce, data and disruption, and more
a limitless digital workforce. Welcome to Agentforce, now available for all Salesforce customers. Going beyond Copilot, Agentforce combines powerful models with secure, intelligent...