Whalesbook
Vala Afshar, jo Salesforce ke Chief Digital Evangelist hain, keh rahe hain ki tech duniya mein ek bada change aa raha hai, thanks to agentic AI ki zabardast speed. Unka kehna hai ki ye AI revolution Industrial Revolution se bhi 10 guna tez hai aur bahut saara change kam time mein ho raha hai. Ye advanced AI systems khud soch, kaam aur seekh sakte hain – ye decades mein sabse fast technological evolution hai. Salesforce khud ko 'agentic enterprise' bana raha hai aur unke 20,000+ se zyada customers globally Agentforce AI solutions use kar rahe hain. Afshar ka kehna hai ki ye sirf choti-moti efficiency improvement nahi, balki pura business strategy hi badalni padegi.
Digital Darwinism: Survival of the Fittest!
Afshar ne 'digital Darwinism' ka jo warning diya hai, woh serious hai. Companies ek survival game mein hain jahan AI adopt karna hi relevance ki guarantee hai. Iske chakkar mein companies apne resources ko redirect kar rahi hain. AI ab business operations mein 40% tak ki inefficiencies aur 'waste' ko pakad kar fix kar sakta hai. Customer service se leke supply chain tak, har jagah agentic AI bina human help ke complex kaam kar sakta hai, jisse cost bhi kam hoti hai. Dekho, Microsoft Copilot ke 20 million se zyada paid enterprise seats ho gaye hain, aur Google Gemini Enterprise bhi compete kar raha hai. Sab tech giants AI ki race mein hain.
Workforce ka Naya Game Plan!
Ab AI ke aane se workforce mein bhi bade changes honge. Afshar bol rahe hain ki companies ko 'redesign, reskill, redeploy, aur restructure' karna padega. Main focus mass layoff par nahi, balki humans ko boring, repetitive kaam se hata kar zyaada creative aur strategic kaam dilwana hai. Salesforce ne apne 20,000+ customer cases solve kiye Agentforce se, aur usse apne employees ko rehiring aur reskilling karke solutions architects aur engineers banaya hai. Research kehti hai ki US mein 50-55% jobs next 2-3 saal mein AI se badal jayengi. Naye roles banenge, purane displace honge. Human-AI hybrid teams hi future hain.
Lekin, Kuch Lohe Ki Lakeerein Bhi Hain! (Bear Case)
Sab kuch itna rose-rose nahi hai. Bank of America ne Salesforce ko 'Underperform' rating di hai aur $160 ka target set kiya hai. Unki chinta hai ki Salesforce AI se paisa kaise kamayega, naye customers kam aa rahe hain, aur woh apne purane customers par bahut depend kar rahe hain. Haalanki, Salesforce ne Q4 FY26 mein Agentforce aur Data Cloud se combined $2.9 billion kamaye hain, Bank of America keh raha hai ki sirf 9-10% customers ne hi paid Agentforce deals sign ki hain, aur 60% bookings purane customers se aa rahi hain. Isse lagta hai ki market saturate ho rahi hai. Aur jab AI khud kaam karega toh companies ko kam human employees chahiye honge, jisse Salesforce ke subscription model par bhi pressure aa sakta hai. Competition bhi badh rahi hai Google aur ServiceNow jaise players se. Salesforce ka valuation bhi ab 12.76 forward P/E par hai, jo pehle se kam hai.
Future Kya Kehta Hai?
Toh overall, AI ka adoption rukne wala nahi hai. Har company ko future mein competitive rehne ke liye AI zaroori hai. Analysts predict kar rahe hain ki Salesforce ka revenue 10.9% FY27 tak grow karega, shayad thoda slow ho lekin growth rahegi. Ab companies AI ka real business value prove karne par focus kar rahi hain, taaki costs kam ho aur deployment fast ho. Sabse bada challenge hai workforce ko handle karna, human-AI collaboration badhana, aur AI se asli business outcomes generate karna. Dekhte hain Salesforce apne AI investments ko monetize kar pata hai ya nahi.