Salesforce builds many models and has a phenomenal AI team, but we also leverage other models and regularly invest in various model companies.

Scale AI is evolving from a data labeling company to a leader in agent-driven technology, which is growing rapidly and is seen as an infinite market.

Investors are now more willing to fund AI-driven companies that compete with established players like Salesforce, indicating a significant shift in the market landscape.

At Scale, we power the data infrastructure for the entire AI industry, with every major large language model built on top of our data engine, and we partner with enterprises and governments to implement this technology for their unique challenges.

Enterprises prioritize outcomes over the underlying AI models; they want effective solutions for customer support and workflow automation.

As AI technology matures, enterprises are increasingly willing to trust these systems with their data, leading to a greater adoption of AI solutions.

We're observing a trend where enterprises prefer integrated solutions over a collection of disparate tools, aiming for transparency and scalability in AI deployment.

Current large language models are rapidly becoming a commodity, and the focus at Salesforce is on Agentforce, which is crucial for our future.

Building AI products that can perform tasks traditionally done by humans, like customer support or sales, is challenging but essential for winning large enterprise contracts.