AI Market Movers · Cloud platforms
Salesforce
CRM
Salesforce is stuffing agents into the CRM install base. Agentforce is the pitch. The existing seats are the moat.
- Site
- salesforce.com
- Product
- Agentforce
- Who
- Marc Benioff, CEO
In the Daily
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Morning Brief
She invited the frontierBrussels asks frontier labs to pace the frontier — plus Dreamforce splits on speed, Factory hits $5B, and Meta One.
· Morning Brief
The grid hired a campaignA PAC walked into the substation. Overnight, the software bill started waiting until the agent finishes.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.