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Will customers pay Salesforce when they’re using their own AI agents? Salesforce plans to require customers to register external AI agents and monitor their calls into its systems. The Information’s Applied AI reporter Laura Bratton explains why customers are waiting for pricing details—and what’s at stake for software companies....

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The Information

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195,600 görüntüleme • 21 gün önce •via TikTok

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Will customers pay Salesforce when they’re using their own AI agents? Salesforce plans to require customers to register external AI agents and monitor their calls into its systems. The Information’s Applied AI reporter Laura Bratton explains why customers are waiting for pricing details—and what’s at stake for software companies. “If software companies can't monetize when customers use their own AI, rather than paying for the software company's AI, how are they going to survive as AI agents become increasingly popular?”
1:45

Will customers pay Salesforce when they’re using their own AI agents? Salesforce plans to require customers to register external AI agents and monitor their calls into its systems. The Information’s Applied AI reporter Laura Bratton explains why customers are waiting for pricing details—and what’s at stake for software companies. “If software companies can't monetize when customers use their own AI, rather than paying for the software company's AI, how are they going to survive as AI agents become increasingly popular?”

The Information

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.11x's revenue agents are generating hundreds of millions of dollars in pipeline for their customers. Here's their full stack of internal agents, AI they run inside their own company, so that they can spend maximum time building agents for customers. We sat down with CEO Prabhav Jain and went through their full internal AI operating stack:
1:25

.11x's revenue agents are generating hundreds of millions of dollars in pipeline for their customers. Here's their full stack of internal agents, AI they run inside their own company, so that they can spend maximum time building agents for customers. We sat down with CEO Prabhav Jain and went through their full internal AI operating stack:

a16z

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The future of software is here. Meet Agentforce—the world’s first and only low-code platform to build and customize autonomous AI agents. Build your first agent at #DF24 to see how pilot customers increased case deflection by 40–50% with Agentforce:
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The future of software is here. Meet Agentforce—the world’s first and only low-code platform to build and customize autonomous AI agents. Build your first agent at #DF24 to see how pilot customers increased case deflection by 40–50% with Agentforce:

Salesforce

21,207 görüntüleme • 2 yıl önce

.Sierra co-founders Bret Taylor and Clay Bavor discuss how companies like SiriusXM and Chubbies are using their conversational AI to build chat agents to directly engage with customers:
4:16

.Sierra co-founders Bret Taylor and Clay Bavor discuss how companies like SiriusXM and Chubbies are using their conversational AI to build chat agents to directly engage with customers:

Squawk Box

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The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.
2:10

The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

Daniel

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This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.
1:54

This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,817,521 görüntüleme • 9 ay önce

📅 Save the date: June 12 for Advancing AI 2025! AMD will showcase its vision for AI, and the hardware, software, partners and customers that are advancing it. 📺 Join Dr. Lisa Su, AMD execs, AI ecosystem partners, customers, and developers re-shaping the AI and high-performance computing landscape, live from San Jose →
0:33

📅 Save the date: June 12 for Advancing AI 2025! AMD will showcase its vision for AI, and the hardware, software, partners and customers that are advancing it. 📺 Join Dr. Lisa Su, AMD execs, AI ecosystem partners, customers, and developers re-shaping the AI and high-performance computing landscape, live from San Jose →

AMD

18,597 görüntüleme • 1 yıl önce

See how Agentforce & Salesforce Net Zero Cloud empower customers to reduce carbon & increase sustainability at scale! 🌍💡 Real-time insights, seamless automation, and smarter decisions for a bright AI-driven future! ❤️🌲#Sustainability #AI #Salesforce
1:40

See how Agentforce & Salesforce Net Zero Cloud empower customers to reduce carbon & increase sustainability at scale! 🌍💡 Real-time insights, seamless automation, and smarter decisions for a bright AI-driven future! ❤️🌲#Sustainability #AI #Salesforce

Marc Benioff

25,760 görüntüleme • 2 yıl önce

Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving. Thank you Aaron Levie for taking the time! 00:00 - Intro 01:30 - Where are we in AI 06:25 - The Role of Agents in Software 11:40 - The Role of Memory for Agents 14:45 - TokenMaxxing 24:54 - Why Are There AI Doomers? 31:50 - Aaron's Take on Nvidia
32:57

Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving. Thank you Aaron Levie for taking the time! 00:00 - Intro 01:30 - Where are we in AI 06:25 - The Role of Agents in Software 11:40 - The Role of Memory for Agents 14:45 - TokenMaxxing 24:54 - Why Are There AI Doomers? 31:50 - Aaron's Take on Nvidia

amit

96,221 görüntüleme • 4 ay önce

Research points to slower hiring and declining wages for young people in fields highly exposed to AI, like software development. Jobs that previously required dozens of people can now be done with one to three people using AI agents, said Clara Shih, who oversaw major AI divisions at Salesforce and Meta. Watch 60 Minutes tonight. #ai #futureofwork
0:36

Research points to slower hiring and declining wages for young people in fields highly exposed to AI, like software development. Jobs that previously required dozens of people can now be done with one to three people using AI agents, said Clara Shih, who oversaw major AI divisions at Salesforce and Meta. Watch 60 Minutes tonight. #ai #futureofwork

60 Minutes

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AirCaps (AirCaps) is bringing AI assistance to real-world conversations. Their software provides live captions, translations, and proactive AI insights on AR glasses. They’ve already processed 15,000 hours of conversations for hundreds of paying customers.
1:39

AirCaps (AirCaps) is bringing AI assistance to real-world conversations. Their software provides live captions, translations, and proactive AI insights on AR glasses. They’ve already processed 15,000 hours of conversations for hundreds of paying customers.

Y Combinator

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Next-gen AI apps are just a click away for every Salesforce Trailblazer. Craft AI that transforms enterprises with Salesforce! 🚀 Mix Copilot Builder, Model Builder, & Prompt Builder to revolutionize workspaces, supercharge employees, & empower customers.#AIRevolution #SalesforceMagic ✨🛠️
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Next-gen AI apps are just a click away for every Salesforce Trailblazer. Craft AI that transforms enterprises with Salesforce! 🚀 Mix Copilot Builder, Model Builder, & Prompt Builder to revolutionize workspaces, supercharge employees, & empower customers.#AIRevolution #SalesforceMagic ✨🛠️

Marc Benioff

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From Origins Project podcast with Sabine Hossenfelder ( A group of AI agents hijacked a piece of software on their own. Open AI should have known. Now, the companies are working together raising alarms Is it to protect us, or themselves? #AI #AIAgents #AISafety
1:38

From Origins Project podcast with Sabine Hossenfelder ( A group of AI agents hijacked a piece of software on their own. Open AI should have known. Now, the companies are working together raising alarms Is it to protect us, or themselves? #AI #AIAgents #AISafety

Lawrence M. Krauss

13,739 görüntüleme • 1 ay önce

The Future Isn’t AI Replacing Software. It’s SaaSapalooza Making Software Better. Salesforce is making AI practical by putting smarter capabilities directly into the platform.
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The Future Isn’t AI Replacing Software. It’s SaaSapalooza Making Software Better. Salesforce is making AI practical by putting smarter capabilities directly into the platform.

NBA Fan Account

58,832 görüntüleme • 1 ay önce

REDDIT WANTS AI COMPANIES TO PAY UP 💲 Google and OpenAI used the popular forum website to train their AI models. Now, Reddit has announced its plans to charge AI companies for using their valuable data. @jason's prediction came true on The All-In Podcast:
0:34

REDDIT WANTS AI COMPANIES TO PAY UP 💲 Google and OpenAI used the popular forum website to train their AI models. Now, Reddit has announced its plans to charge AI companies for using their valuable data. @jason's prediction came true on The All-In Podcast:

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940,879 görüntüleme • 3 yıl önce

Watch Cisco Cloud Control in action. Discover the unified platform built for humans and AI agents to run critical IT infrastructure together, enabling customers and partners to build their own apps and agents in natural language, and extending to third-party tools.
1:22

Watch Cisco Cloud Control in action. Discover the unified platform built for humans and AI agents to run critical IT infrastructure together, enabling customers and partners to build their own apps and agents in natural language, and extending to third-party tools.

Cisco AI

35,290,640 görüntüleme • 5 ay önce

Introducing AI Agents We built AI agents that help businesses find more customers. Live on
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Introducing AI Agents We built AI agents that help businesses find more customers. Live on

Nuseir Yassin

15,517 görüntüleme • 4 ay önce

If every worker will soon need to manage their own army of AI agents - are you prepared for this shift? Nathaniel Whittemore from Superintelligent: Enterprise AI Unlocked shares the current state and future predictions for AI agents Full episode link in bio
0:37

If every worker will soon need to manage their own army of AI agents - are you prepared for this shift? Nathaniel Whittemore from Superintelligent: Enterprise AI Unlocked shares the current state and future predictions for AI agents Full episode link in bio

Tool Use

13,235 görüntüleme • 1 yıl önce