In this episode, we explore the evolving landscape of AI in major tech companies like Salesforce, Google, and Oracle. We delve into how these companies are shifting focus from AI features to AI infrastructure, and how this shift is impacting their market performance. The discussion highlights the strategic moves by Salesforce to integrate AI into its existing systems and the challenges it faces in convincing investors of its value beyond CRM enhancements. Get my weekly breakdown of AI, GTM, and Cloud Employees:
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