What is Agentforce? How can thousands of transactions affect the future of Salesforce?

Agentforce is an AI solution developed by Salesforce(CRM) specifically for enterprises, focusing on improving the efficiency of enterprises 'sales and customer service processes. Through Agentforce, companies can interact with customers more intelligently, further improving business efficiency and satisfaction. CEO Marc Benioff revealed at the Davos forum that the company expects to complete "thousands of Agentforce transactions" in the fourth quarter and said: "I have never seen any product grow so rapidly within Salesforce." This shows that Agentforce has strong market demand, especially as global companies accelerate the adoption of AI technology, and this product may become an important engine for Salesforce's future growth.

Is the AI market overheated? How does Benioff view U.S. -China AI competition?

Faced with the current global AI investment boom, Benioff stressed that this is not a phenomenon of over-investment. He believes: "We are in an era where everything is changing." The rapid advancement and widespread application of AI technology are reshaping all aspects of enterprise operations, from customer service to decision-making to become more efficient and intelligent. Benioff also added that the United States currently has significant advantages in AI technology and has not reached an "AI balance" with China. This implies that American companies still have stronger innovative capabilities in the research and development and application of AI, especially in the development and deployment of cutting-edge technologies.

How does Salesforce CEO evaluate Google Gemini and other AI technologies?

In his interview, Benioff specifically mentioned the most influential players in the AI technology competition, including Google (GOOGL)'s Gemini, Microsoft (MSFT)'s OpenAI, and Amazon (AMZN) and Google's Anthropic. "These companies are at the peak of competition in cutting-edge model technology," he said. It is worth noting that Salesforce itself is also an investor in Anthropic and has established partnerships with OpenAI and Google.

Especially for Google Gemini technology, Benioff spoke highly of it, believing that its performance is not only a "participant", but is also likely to lead the market. He believes that Google's technical depth and realization potential in AI will have a major impact on the entire industry.