Brilliant breakdown of the Agentforce pivot. The Jevons Paradox framing is spot on, cheaper intellgence doesnt mean less revenue it means way more consumption. I'd add that the Informatica premium looks steep now but if it truely solves the data unification bottleneck it could unlock more Agentforce adoption then anyone expects.
Brilliant breakdown of the Agentforce pivot. The Jevons Paradox framing is spot on, cheaper intellgence doesnt mean less revenue it means way more consumption. I'd add that the Informatica premium looks steep now but if it truely solves the data unification bottleneck it could unlock more Agentforce adoption then anyone expects.
I couldn’t have put it better myself.
Very well written, CRM is certainly a great stock to have.
Thanks! Glad you enjoyed🙏🙏