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OpenAI on OpenAI: Applying AI to Our Own Workflows
OpenAI· 2025-10-08 17:00
Hey everyone, how's it going. How we feeling. Do we like the keynote.Good. Uh my name is Scotty. Uh super excited to be here today.Uh you just heard on the main stage about new features that are going to make it easier to deploy agent-driven workflows. In the next 20 minutes, we're going to talk about how we put that technology to work inside open AAI. I'm joining from the go to market innovation team.We are a team of developers that are responsible for deploying our technology inside our goto market organi ...
Musk, Anthropic Battle To Build Next Microsoft, Salesforce
Benzinga· 2025-10-07 17:49
Core Insights - AI is evolving from a coding assistant to a competitor in the enterprise software market, with companies like Anthropic and Elon Musk's xAI developing tools that could rival established platforms like Slack and Salesforce [1][3][6] - CIOs are faced with a decision to either continue using traditional software or adopt AI-driven solutions that promise efficiency [2][4] - The competition between Claude AI and xAI's Macrohard represents a significant shift in the enterprise software landscape, with potential implications for investment opportunities [7] Company Developments - Anthropic's Claude AI has been enhanced through reinforcement learning, enabling it to create functional enterprise applications, including a Slack-style chat app [3][6] - xAI claims its Macrohard project can replicate Microsoft app workflows, indicating a serious approach despite its humorous branding [4][6] - Both companies are positioning themselves as key players in the AI infrastructure battle, aiming to disrupt the existing software ecosystem [6][7] Market Dynamics - Large corporations with established software systems are unlikely to abandon platforms like SAP or ServiceNow quickly due to the complexity of their data and operations [4][5] - Startups may be more inclined to adopt AI-driven platforms due to their smaller size and desire to reduce software licensing costs [5][6] - The potential for AI to optimize user interactions with existing software rather than replace it outright could lead to a different kind of disruption in the market [6]
Salesforce, Inc. (CRM) Announces Updates to its AI and Data Cloud Platforms
Yahoo Finance· 2025-09-30 20:47
With a strong profitability outlook, Salesforce, Inc. (NYSE:CRM) secures a spot on our list of the 14 Stocks That Will Double in the Next 5 Years. Salesforce, Inc. (CRM) Announces Updates to its AI and Data Cloud Platforms Pixabay/Public Domain On September 25, 2025, Salesforce, Inc. (NYSE:CRM) announced updates to its AI and Data Cloud platforms, including Salesforce Starter for SMBs, Agentforce for AI-powered agents, and Slack integrations to improve workplace communication. These innovations aim to e ...
孤独正在成为职场的无声杀手,领导者别再视而不见
3 6 Ke· 2025-09-17 01:42
作为一家全球科技公司经验丰富的高级副总裁,莎伦没想到自己在听一场主题演讲时会情绪波动。但当 美国前卫生局局长维韦克·穆尔西博士谈到孤独如何演变成一场公共健康危机时,她突然有所触动。"并 非这些信息有多新颖,"她告诉我们,"而是我突然发现孤独的迹象无处不在 —— 在我的团队里,在我 们的企业文化中,甚至在我自己身上。" 她开始讲述一直默默困扰她的事情:自发的交流变少了,Slack(一款团队沟通软件)频道变得安静, 新员工难以站稳脚跟,虚拟会议中人们关闭摄像头,几乎没有互动。最近一次企业文化调查中的一句话 让她印象深刻:"我其实很期待信息技术部门的例行检查,因为只有在那个时候才有人问我近况如何。 那本应是一个月里最无聊的会议,却成了我唯一能感受到自己被当作一个人对待的场合。" 这句话戳中了她的痛点。而且不只是莎伦有这种感受。我们了解到,各行各业的领导者都注意到了同样 的情况:"大家变得更沉默了。" "协作感觉更像是例行公事。" "新员工不再积极主动。" 这些变化很容 易被视为文化冲突或后疫情时代的疲劳,但它们背后指向了更深层次的问题。 如果孤独正在重塑社会,那么无论我们是否清晰地意识到,它已然在重塑我们所领导的团 ...
What's Going On With CrowdStrike Stock Tuesday? - CrowdStrike Holdings (NASDAQ:CRWD), Salesforce (NYSE:CRM)
Benzinga· 2025-09-16 13:50
Core Insights - CrowdStrike Holdings Inc. and Salesforce Inc. have announced a strategic partnership aimed at enhancing the security of AI agents and applications on the Salesforce Platform [1] - The collaboration integrates CrowdStrike's Falcon Shield with Salesforce Security Center, providing better visibility and compliance support for security teams [1][2] Integration and Functionality - The partnership allows enterprises to embed CrowdStrike's technology into Salesforce workflows, aligning security with business functions [2] - The joint offering helps track AI agents back to their human creators, detect abnormal behavior, and prevent exploitation of over-privileged accounts, addressing the growing risk of identity-based attacks [3] AI and Incident Management - CrowdStrike's Charlotte AI is integrated into Salesforce's Agentforce platform and Slack, enabling natural conversation for risk flagging and automated remediation [4] - Teams can manage incidents directly from the platform, including isolating compromised devices and blocking suspicious access [4] Executive Insights - Executives from both companies emphasized the importance of consolidating security insights for mission-critical workflows [5] - The partnership is positioned as essential for ensuring trust in AI-driven enterprises and enabling secure operations for future growth [5] Market Reaction - Following the announcement, CrowdStrike's shares experienced a decline of 1.65%, trading at $437.44 [6]
Salesforce's Data Cloud Adoption Jumps 140%: Will It Aid Sales Growth?
ZACKS· 2025-09-15 16:20
Core Insights - Salesforce, Inc. (CRM) reported a 10% year-over-year revenue increase to $10.25 billion in Q2 of fiscal 2026, driven by significant growth in its Data Cloud business, which saw a 140% increase in customer count year-over-year [1][10] - The Data Cloud platform is central to Salesforce's growth strategy, integrating customer data from various sources and enhancing usability across Salesforce products, with over half of the Fortune 500 already utilizing it [2] - Integration of Data Cloud with tools like Agentforce, Tableau, and Slack is expected to enhance data activation and AI application across enterprises, potentially leading to higher contract values and stronger customer relationships [3] Financial Performance - Salesforce's data-related business is estimated to generate around $7 billion annually, with a consumption-based pricing model indicating significant revenue growth potential for the Data Cloud platform [4] - Despite the robust performance of the Data Cloud, overall revenue growth for Salesforce has shown signs of deceleration, with Q1 and Q2 revenues increasing by 8% and 10% year-over-year, respectively, and high single-digit growth expected for fiscal 2026 and 2027 [5] - The Zacks Consensus Estimate projects a year-over-year earnings increase of approximately 11.2% for fiscal 2026 and 11.7% for fiscal 2027, with upward revisions in estimates over the past 30 days [13] Competitive Landscape - Salesforce faces increased competition in the data cloud space from Microsoft and Snowflake, with Microsoft leveraging its Azure Data platform and integrating it with productivity tools to enhance user experience [6][7] - Snowflake focuses solely on data services, providing powerful cloud-based data warehousing capabilities, which allows for easy storage, processing, and sharing of large data volumes [8] Valuation Metrics - Salesforce shares have declined by 27% year-to-date, contrasting with the Zacks Computer – Software industry's growth of 18.7% [9] - The company trades at a forward price-to-earnings ratio of 19.96, significantly below the industry average of 33.11 [11]
Salesforce CEO Marc Benioff on what the market is getting wrong about AI
CNBC Television· 2025-09-12 21:08
AI转型与业务增长 - Salesforce 认为所有公司都将转变为智能企业,利用AI和数据技术实现下一代成果 [3][6] - Agent Force 产品线(包括 Data Cloud)收入超过 10 亿美元,并以三位数增长 [3] - AI 代理在过去 9 个月内回答了 150 万个客户问题,与人工座席的客户满意度评分基本相同 [8] - 公司通过 AI 试点项目转化为实际生产的转化率加速了 60% [13] - 预计公司本年度现金流将达到 150 亿美元,为企业软件行业最高 [5] 劳动力结构调整 - 公司正在经历劳动力结构的重新平衡,客户支持人员减少,销售人员增加 [16][17] - AI 不是要取代工作,而是要重塑业务,公司将根据人工智能的力量进行结构调整 [18][19] 业务模式与竞争 - Salesforce 认为 AI 正在重塑业务和技术模式,但并非颠覆,而是渐进式发展 [23][24] - Salesforce 赢得了一项与 Palantir 竞争的美国陆军大型交易 [27] - 公司看到 Agentic 政府的巨大机遇,类似于 Agentic 企业,通过 AI 扩展政府机构的能力 [29] 收购与未来展望 - Salesforce 过去已完成超过 60 项收购,并认为收购是企业成功的风险投资,但管理得当会为公司和客户带来巨大的好处 [31][34] - 公司希望在 2030 年成为智能企业值得信赖的合作伙伴,帮助各种规模的企业和政府实现转型 [35]
Salesforce CEO Marc Benioff on what the market is getting wrong about AI
Youtube· 2025-09-12 21:08
Core Insights - Salesforce is experiencing significant growth, particularly in its Agent Force product line, which has surpassed $1 billion in revenue and is growing at triple-digit rates [3][5][13] - The company is transitioning into an "agentic enterprise," leveraging AI and data technology to enhance operational efficiency and customer service [3][12][36] - There is a strong demand for AI capabilities among customers, with a notable acceleration in the conversion of AI pilots to production [13][15] Financial Performance - Salesforce is projected to generate over $41 billion in revenue this year, with cash flow expected to reach $15 billion, the highest in the enterprise software industry [5][18] - The company reported a 10% growth in revenue, with a 9% increase in constant currency, driven by new products and capabilities [13][18] Workforce Transformation - The integration of AI has led to a reduction in customer support agents from 6,000-8,000 to 4,000-5,000, while increasing the number of salespeople by 3,000-4,000 [16][17] - The collaboration between AI agents and human employees is enhancing service delivery and operational effectiveness [9][12][19] Market Position and Strategy - Salesforce aims to be a trusted partner for businesses undergoing AI transformations, catering to various sectors including small, medium, and large enterprises, as well as government agencies [35][36] - The company is exploring both organic and inorganic growth opportunities, with a history of successful acquisitions, such as Slack, which has significantly increased in revenue since its purchase [30][33] Industry Trends - The narrative that AI is disrupting software is viewed as a shift rather than a complete overhaul, with AI reshaping business models and operational structures [23][24][35] - There is a growing recognition that AI can enhance rather than eliminate jobs, leading to a rebalancing of workforce dynamics [19][24]
Microsoft resolves European Union probe into Teams
Yahoo Finance· 2025-09-12 11:37
Core Points - European Union regulators have accepted Microsoft's proposed changes to Teams, resolving a long-running antitrust investigation targeting the messaging and videoconferencing app [1][2] - The legally binding commitments will remain in force for up to 10 years, allowing Microsoft to avoid a potentially hefty fine [2] - The investigation was initiated based on a complaint from Slack Technologies, accusing Microsoft of tying Teams to its Office software suite [3] Company Commitments - Microsoft proposed to make Office 365 and Microsoft 365 software packages available at a discount without Teams and to allow customers to switch to packages without Teams [4] - The company also committed to making it easier for rival software to integrate with Teams and for users to transfer their data to competing products [4] Industry Impact - Salesforce President stated that the decision sends a clear message regarding Microsoft's anticompetitive bundling practices, which have harmed businesses and limited customer choice [5] - The European Commission's executive vice-president for competition affairs noted that the announcement opens up competition in the crucial market [5]
Microsoft avoids big fine as EU accepts deal to unbundle Teams
CNBC· 2025-09-12 09:03
Core Points - The European Union has accepted Microsoft's commitments to unbundle its Teams platform from its productivity apps, avoiding a potential antitrust fine [2][4] - Microsoft will offer Office 365 and Microsoft 365 suites at reduced prices without Teams and allow long-term license customers to switch to versions without Teams [4][5] - The commitments include a 50% increase in the price difference between suites with and without Teams, and clearer advertising for suites without Teams [5][6] Group 1 - The EU's decision binds Microsoft to end tying practices for at least seven years, promoting competition against Teams [3] - The antitrust investigation was initiated in July 2023 following a complaint from Salesforce-owned Slack, which competes with Teams [6] Group 2 - Microsoft has expressed appreciation for the dialogue with the EU Commission and is committed to implementing the new obligations promptly [6]