Salesforce's weak quarterly revenue forecast signals lagging AI monetization - https://www.reuters.com/sustainability/sustainable-finance-r... - September 3rd, 2025
> Salesforce forecast third-quarter revenue below Wall Street estimates on Wednesday, signaling lagging monetization for its highly-touted artificial intelligence agent platform as clients dial back spending due to macroeconomic uncertainty.
> The cloud software provider also announced a $20 billion increase to its existing share buyback program, but that was unable to allay investors' concerns, sending Salesforce's shares down over 5% in extended trading.
I seem to recall a vague statement about AI doing half of his company's work, which was never really defined either.
https://news.ycombinator.com/item?id=42639417
https://news.ycombinator.com/item?id=43208081