Salesforce - Under The AI Cloud
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- Marc, known for his mission and marketing mantra, ”The End of Software", Revolutionised the CRM industry by introducing a Cloud-based service.
- Despite facing tough competition from companies like Oracle, SAP, and Microsoft, it has emerged as the leader in this field. Today it commands 23% of the Global Market Share.
- Strategically acquired companies like Tableau, Slack (Data & Analytics) and MuleSoft (PaaS) to build a platform-centric flywheel by integrating CRM and Business System applications.
- With a Market Cap of US $209Bn and a Robust Economic Moat, it can become a $500Bn company by the end of this decade.
Strategic shift from Competition (MSFT 365, ORCL) to Cooperation (Google, OpenAI)
Risks to AI Ambitions
My other posts on Generative AI and Strategic Analysis of Key Players
- AI Value Chain
- Salesforce under the AI Cloud
- Amazon the King of Retail -WhyAWS is the Crown Jewel
- Microsoft the King of AI in Software, Salesforce under the AI Cloud
- Tesla - It's not a Car, It's an AI Device on Wheels
- Google the King of Search - What the Future Beholds in the AI World
- Nvidia Godfather of AI - Why the Market is Bullish
- IBM - How it Lost Its Way
- Generative AI can transform Telecoms, Energy and Utilities
Source: Seekingalpha, Bloomberg, Martinfowler.com, Databricks.com Linkedin, Nvidia, Google, AWS
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