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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · Jun 02, 2026
Times of India | Nvidia CEO Jensen Huang agrees with CEOs of TCS, Salesforce, SAP and others that it is 'an incredible time to be a software company' AI generated summary, Read the full article for complete information. Jensen Huang, CEO of Nvidia, told the Computex audience that the rise of “agentic AI” – systems that can perform tasks with minimal human input – is opening unprecedented opportunities for software companies rather than ushering a “SaaSpocalypse.” He argued that AI agents will rely heavily on tools, so software firms remain essential if they adapt their products for agent use. Huang’s optimism mirrors the views of other tech leaders such as TCS chief K. Krithivasan, Salesforce’s Marc Benioff and SAP’s Christian Klein, all of whom say AI is enhancing, not replacing, enterprise software. He also dismissed the tendency of some CEOs to blame AI for recent layoffs, calling that narrative “lazy” because generative‑AI tools have only become broadly practical in the past few months. Read more: https://timesofindia.indiatimes.com/technology/tech-news/nvidia-ceo-jensen-huang-agrees-with-ceos-of-tcs-salesforce-sap-and-others-that-it-is-an-incredible-time-to-be-a-software-company/articleshow/131454814.cms #JensenHuang #Nvidia #TCS #Salesforce #SAP #KKrithivasan #MarcBenioff #ChristianKlein
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · May 29, 2026
US Top News and Analysis | Salesforce's beat fails to convince the market that software can survive AI AI generated summary, Read the full article for complete information. Salesforce reported a better‑than‑expected Q1 fiscal 2027, with revenue rising 13.3% year‑over‑year to $11.13 billion and adjusted earnings per share of $3.87, topping estimates by 76 cents. The company highlighted strong momentum for its AI‑powered platform Agentforce, which closed a record 98 deals and lifted annual recurring revenue to $1.2 billion (up 205% YoY), while overall cloud ARR reached $3.4 billion, up 200% YoY. Margins improved and the firm beat GAAP and non‑GAAP expectations, yet investors remain cautious because legacy‑software growth lagged and the outlook for remaining performance obligations was modest. Salesforce amplified its share‑repurchase program, buying back $27.1 billion of stock in the quarter, and reiterated guidance for Q2 revenue of $11.27‑$11.35 billion and FY revenue of $45.9‑$46.2 billion, with modest EPS upgrades but a trimmed GAAP margin outlook. Maintaining a “2” rating with a $215 price target, analysts argue Salesforce remains a critical enterprise‑software platform despite AI‑disruption concerns. Read more: https://www.cnbc.com/2026/05/27/salesforces-beat-fails-to-convince-market-that-software-can-survive-ai.html #Salesforce #LSEG #Agentforce #Data360 #ASR
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · May 29, 2026
US Top News and Analysis | Salesforce CEO Marc Benioff outlines his plan to turn around his struggling stock AI generated summary, Read the full article for complete information. Salesforce CEO Marc Benioff told CNBC’s “Mad Money” that, despite a sharp stock slump, the company will double‑down on delivering strong products for customers and continue aggressive share repurchases, having bought back $27.1 billion of stock and cut the diluted share count by about 10% in the quarter, which helped lift adjusted earnings per share by 23 cents. He dismissed worries that generative‑AI rivals such as Anthropic and OpenAI could threaten Salesforce, highlighting a record‑breaking quarter with robust revenue, large transactions and the integration of Anthropic‑powered tools into Slack, which he said will enhance—not disrupt—the business. Read more: https://www.cnbc.com/2026/05/27/salesforce-ceo-marc-benioff-outlines-his-plan-to-turn-around-his-struggling-stock.html #MarcBenioff #Salesforce #CNBC #Anthropic #OpenAI
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · May 21, 2026
Feed: All Latest | I Cloned Myself With Gemini’s AI Avatar Tool. The Result Was Unnervingly Me by Reece Rogers AI generated summary, Read the full article for complete information. Reece Rogers recounts his experience using Google’s Gemini app to create a digital clone of himself via the new Avatar feature, which lets subscribers generate short, lifelike videos of their likeness. After paying $20 a month for the AI Pro plan and spending a few minutes recording himself in a well‑lit room, he produced two 10‑second clips—one of himself singing “Happy Birthday” to a dinosaur in San Francisco’s Dolores Park and another of himself surfing beneath the Golden Gate Bridge—both rendered with photorealistic backgrounds but marred by occasional glitches and odd outfits. He notes the uncanny realism and personal eeriness of the hyperreal avatars, the subscription limits that reset every five hours, and Google’s claim that safety measures aim to prevent harmful deepfakes, even as the technology raises broader concerns about non‑consensual misuse. Read more: https://www.wired.com/story/i-cloned-myself-with-geminis-ai-avatar-tool-the-result-was-unnervingly-me/ #Google #Gemini #Salesforce #Omniteam
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zersiax
@zersiax@cupoftea.social · May 14, 2026
Ok I am truly sorry to be that guy. BUT: Can we PLEASE, leave the "#AI improves #accessibility" talks to people who actually benefit from #accessibility? I see SO MANY articles, On LinkedIn, on Slack, on Medium, about how AI improves #accessibility metrics, compliance, automates all the things. Newsflash: your metrics are likely incomplete or inconclusive, compliance is at best an illusory snapshot, and automation for #accessibility is still a pipe dream, and that's coming from someone who actually uses these tools OUTSIDE a presentation room. I don't care if you're #microsoft, #salesforce or whichever other big name that makes you feel authoritative. You're wrong, sorry to say. Want ACTUAL stories from ACTUAL people using #AI to improve #accessibility? Hire me and I'll talk your ear off. That's been me for months now. Don't want to, right before #GAAD? Welp ... that tells its own story then, doesn't it?
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · Apr 25, 2026
US Top News and Analysis | AI talent war: Software industry is a new target as top executives jump ship to OpenAI AI generated summary, Read the full article for complete information. Top‑level executives from major software firms such as Salesforce, Snowflake, Datadog and Palantir have recently been recruited by AI powerhouses OpenAI and Anthropic, drawn by generous compensation and the chance to bring established enterprise relationships to the fast‑growing AI sector. Their moves underscore a broader “talent war” as AI companies shift focus toward the lucrative enterprise market—now about 40 % of OpenAI’s revenue and slated to reach 50 % by year‑end—while traditional software giants grapple with falling stock values and looming layoffs amid fears that AI tools will erode the cloud‑subscription model. The poaching of seasoned go‑to‑market leaders highlights AI firms’ strategy to accelerate this segment, even as cultural mismatches and demanding work‑hours pose challenges for some hires. Read more: https://www.cnbc.com/2026/04/25/ai-talent-wars-enterprise-software-executives-openai.html #OpenAI #Anthropic #DeniseDresser #Salesforce #JenniferMajlessi
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · Apr 21, 2026
US Top News and Analysis | This software giant is due for a big catch-up trade as stock market rallies. How to trade with options AI generated summary, Read the full article for complete information. Nishant Pant argues that, even amid geopolitical uncertainty, the broad market is surging to fresh all‑time highs and sentiment‑driven momentum now favors opportunistic trades. Using his rule‑based algorithm Maya, he identifies Salesforce (CRM) as a mean‑reversion candidate: the stock’s RSI has bounced above the oversold 30‑point threshold after a steep 38 % decline, and an accelerated MACD (5, 13, 5) signaled a bullish crossover on April 14. Pant recommends a simple 185/190 bull call spread expiring May 22—costing about $2.50 per spread with a potential $2.50 profit—arguing that a modest move past $190 is realistic given the stock’s oversold condition and the overall market rally. Read more: https://www.cnbc.com/2026/04/21/this-software-giant-is-due-for-a-big-catch-up-trade-as-market-rallies.html #Salesforce #CRM #NASDAQ AI generated summary, Read the full article for complete information.
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tagesschau
@tagesschau@ard.social · Mar 02, 2026
Bedroht KI die Geschäftsmodelle von Tech-Unternehmen? Was kann KI und was nicht? Sorgen darüber, dass Künstliche Intelligenz die etablierten Geschäftsmodelle der Softwarebranche erodieren könnte, drückt deren Aktienkurse massiv. Von Robert Minde. ➡️ https://www.tagesschau.de/wirtschaft/technologie/software-ki-100.html?at_medium=mastodon&at_campaign=tagesschau.de #SoftwareUnternehmen #SAP #Salesforce #KI
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guiadeti
@guiadeti@flipboard.social · Feb 12, 2026
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