Dec. 4 at 11:31 PM
$CRM I just happened to listen to Marc Benioff on Cramer.
Omg.. this guy is clueless .. when it comes to AI.. and saying things like LLM models are commodities while this agent force working on slack, tableau etc are not commodities but real value ..
Off the shelves model can be used to extract embeddings from custom data but they are not good .. as the model embeddings are not generated from the company data ..
This guy is a hype man..
This is old school stuff .. and yes it has good install base .. but that’s going to change ..
No position and have zero interest in shorting or buying