Interesting read. My TLDR?
Seems like the AI bubble might be closer than we think and all that focus will be coming back to where the data lives and what’s powering those models.
With Salesforce protecting the lion’s share of the data, trust and security of the platform it lives on will be the focus again.
Don’t run from Salesforce - take a step back and look at the arc they’re on. Data 360, Informatica, Slack and a deeper partnership than ever before was Claude. I know what I’m gonna keep betting on.
@Benioff @SlackHQ @claudeai