Marc Benioff says Salesforce might rename itself “Agentforce.” Cool. But I don't know if that's the story. The story is what this says about where SaaS is right now. For twenty years, SaaS sold access. Seats. Licenses. Logins. Clouds. And now buyers don’t care about any of

AI isn’t “buy vs build.” It’s: do you even know what job you’re hiring it for? Because thats what it is, you use AI to do jobs, like humans. Most companies don’t really know what they are "hiring" AI for. They say, “We want AI for sales” or “AI for support” but what they

55% of companies now regret laying people off because of AI according to Forrester. Not because AI failed. But because the rollout did. Yes, you can replace certain roles with AI. That part isn’t controversial anymore. What’s becoming obvious is that a lot of companies went

Anthropic was founded by people who left OpenAI over safety concerns. Now Anthropic's safety lead is leaving Anthropic over safety concerns. Same week: Claude Cowork wiped $285 billion off SaaS stocks. Anthropic is closing a $20 billion raise at $350 billion. His letter: the

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The first industry already fell. That’s why Matt Shumer AI article hit 80M+ views. That doesn’t happen by accident. This isn’t 3.1 vs 3.2. The curve went vertical. What took weeks now happens in one prompt and the first domino? Software engineering. x.com/mattshumer_/st…

Those were the days

Since 2023, Salesforce spent $12B in acquisitions... 85% on data infrastructure and only 15% on agents. $10B → Data Layer Informatica, Own, Zoomin, Waii, Momentum $2B → Agent Layer Tenyx, Convergence, Airkit, Qualified, Bluebirds Bluebirds Read that again. The loudest

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we're making Block smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are

There will be no “jobs apocalypse” due to AI — but there will be job chaos. Our 2025 AI Job Impacts Analysis found that starting in 2028-2029, AI will create more jobs than it eliminates. Yet, each year, over 32 million jobs will be significantly transformed. Explore and plan

Check out the latest article in my newsletter: Atlassian and Adobe Learned the Hard Way linkedin.com/pulse/atlassia… via LinkedIn