Mar. 26 at 12:20 AM
$CRM And here is the concluding passage from the terrific summary I linked down below:
In its February 2026 analysis, Foundation Capital said that the overall market value of the software industry is set to expand tenfold over the next decade. However, this tenfold growth will not be evenly distributed among all software companies; it will be highly concentrated in those players who can truly harness the Agent era.
The real winners are those who hold data assets that Agents cannot bypass.
For today's entrepreneurs and investors, there are only two destinies in this era: either desperately building a pickaxe for the Agent or claiming the land first. You should know what you are doing right now.
The company, by the way, is in that category of companies that hold data that Agents cannot bypass. Hence, the truth of Benioff's comments noted below in the passage I quoted down below. Only a matter of time, before the market wakes up to this and corrects the narrative and then the share price.
