AI Market Movers · Cloud platforms
Salesforce
CRM
Salesforce is stuffing agents into the CRM install base. Agentforce is the pitch. The existing seats are the moat.
- Site
- salesforce.com
- Product
- Agentforce
- Who
- Marc Benioff, CEO
In the Daily
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Closing Time
Closing Time: Meta's Muse Wonder joins the frontierTechCrunch reports Meta released Muse Wonder and Muse Wonder Full, its first frontier models for agents, with paid access through Muse and the Meta Model API.
· Morning Brief
“Super intelligence” required with a “voluntary” accordCNBC reports President Trump signed an executive order requiring executive-branch agencies to say “super intelligence” instead of “artificial intelligence,” a rebrand dropped the same day as the White House’s voluntary…
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Morning Brief
She invited the frontierBrussels asks frontier labs to pace the frontier — plus Dreamforce splits on speed, Factory hits $5B, and Meta One.
· Morning Brief
The grid hired a campaignA PAC walked into the substation. Overnight, the software bill started waiting until the agent finishes.
· Closing Time
Closing Time: Agents left the chat windowOutcome contracts, local Mac agents, jobsite AI, and a swarm that never called home.
· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.