Workflow
agent force
icon
Search documents
Salesforce Stock Has Substantial Upside, Says Mizuho's Moskowitz
Youtube· 2026-02-26 15:48
Salesforce in focus as well on this event is, this morning a major software slump. Software companies understand A. I.better than anybody else. Software companies don't sell software. They sell services.Software is a cost for them. And that cost is now going down very substantially because A. I.is the best at writing code. And so they actually have an opportunity to increase margins even further. It's just the market's ignoring that right now.So here's the latest this morning. A soft outlook from Salesforce ...
Can Dreamforce Defy Wall Street AI Bubble Fears?
Youtube· 2025-10-14 19:18
Core Insights - The article discusses the importance of partnerships in the AI space, particularly with companies like Salesforce, to help enterprises become AI native [1][4][11] - There is a significant shift in how AI is being integrated into customer experiences across various industries, including Fortune 500 companies and startups [4][9] - The conversation highlights the necessity for top-down mandates in organizations to effectively implement AI, rather than leaving it to individual productivity [6][7] Company Strategies - Companies are focusing on building AI solutions from the ground up rather than layering them onto existing systems, which can hinder innovation [2][5] - The integration of voice and conversational agents is seen as a key area for enhancing customer experience, with successful use cases emerging in e-commerce and financial services [4][9] - The article emphasizes the need for enterprises to maximize their data investments, particularly within the Salesforce ecosystem, to achieve real ROI [11][12] Market Dynamics - There is a growing concern among enterprise workers about job displacement due to AI, which necessitates clear communication about AI's role in augmenting rather than replacing human effort [12][14] - The competitive landscape is becoming increasingly challenging for smaller startups as larger hyperscalers dominate the market, making it harder for new entrants to gain traction [15][16] - Despite the challenges, there remains significant opportunity in the enterprise sector for companies that can effectively address the needs of businesses [16][17]