AI Inside the Enterprise

Bullish:

• $CRM - Salesforce's move to headless architecture positions them as a bellwether for enterprise software transformation, enabling exponentially more use cases through agent-based computing.

  • “the big news last week was was I I I think, you know, Salesforce I don't know if they surprised people or not, but but, I mean, based on the reaction, it seemed like it was maybe a surprise. They they went full headless, and they basically said, you know, like, we wanna be used everywhere across all of our all of the different agents. And I see that as a a little bit of a bellwether because I think as Salesforce goes, so does a lot of of of enterprise software.”

    Aaron·25:40

  • “as soon as I saw that announcement, like, I had, like, five to 10 personal use cases where I would need the headless version of Salesforce because I'm always doing just a tremendous amount of customer related intelligence work.”

    Aaron·26:42

  • “the headless user can be, you know, a 100 or a thousand x the scale of those human users. So this is, I think, an exciting moment because as you have more of these agents running around and the headless software modes, you just have, you know, way more use cases for these tools.”

    Aaron·27:20
• $AIMODELS - AI model companies are experiencing rapid growth and hiring aggressively, with infrastructure companies benefiting from the explosion in software creation.

  • “what are the companies that are hiring the fastest? Like the AI native companies, and they're hiring like crazy.”

    Martin·53:21

  • “sitting on the board of a bunch of infrastructure companies, some that have been flat for a while, they're all doing fantastic because there's so much software. There's so much more software out there now.”

    Martin·53:42
• $INFRA - Infrastructure companies are experiencing strong growth due to the massive increase in software being written with AI, contrary to predictions of commoditization.

  • “I remember there was this early prognostication which is AI writing code will get rid of infrastructure. It's gonna commoditize infrastructure, which is this kind of very strange prediction given the fact that there's more software than ever before been written.”

    Martin·53:27

  • “sitting on the board of a bunch of infrastructure companies, some that have been flat for a while, they're all doing fantastic because there's so much software.”

    Martin·53:42