Salesforce facing a brutal reality check. Their enterprise CRM suite? Honestly pretty middle-of-the-road when you think about it. Here's the kicker - their biggest clients, those massive corporations, are exactly the ones who can now leverage AI to build custom solutions in-house. Way cheaper, way more tailored.
The math gets interesting too. Companies switching from operational expenses to capital expenditures makes their balance sheets look way healthier. For those Fortune 500 accounts paying premium subscriptions, the ROI calculation suddenly shifts dramatically in favor of going custom.
The moat everyone talked about? It's crumbling fast. When your product is merely adequate and AI democratizes software development, why keep paying those fat licensing fees? The terminal short thesis writes itself.
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NeverVoteOnDAO
· 15h ago
Nah, Salesforce is really going to be hammered this time; once AI appears, any moat becomes useless.
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CommunityJanitor
· 16h ago
ngl Salesforce has indeed been left behind this time; once AI appeared, its trap became an antique.
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UncleLiquidation
· 16h ago
Ngl, Salesforce's moat should have collapsed a long time ago; companies really save a ton by building their own AI.
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SandwichHunter
· 16h ago
Salesforce is really in danger this time; with the emergence of AI, the big companies can handle it themselves. Why should they pay so much?
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NervousFingers
· 17h ago
Ngl, Salesforce is a bit precarious this time; as soon as AI came out, it started digging its own grave.
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PumpingCroissant
· 17h ago
Ngl, Salesforce has really been pressed down by AI this time, as companies are rolling up their sleeves to use AI to build custom solutions... Their CRM system seems a bit tasteless now, why still spend so much money...
Salesforce facing a brutal reality check. Their enterprise CRM suite? Honestly pretty middle-of-the-road when you think about it. Here's the kicker - their biggest clients, those massive corporations, are exactly the ones who can now leverage AI to build custom solutions in-house. Way cheaper, way more tailored.
The math gets interesting too. Companies switching from operational expenses to capital expenditures makes their balance sheets look way healthier. For those Fortune 500 accounts paying premium subscriptions, the ROI calculation suddenly shifts dramatically in favor of going custom.
The moat everyone talked about? It's crumbling fast. When your product is merely adequate and AI democratizes software development, why keep paying those fat licensing fees? The terminal short thesis writes itself.