Jason Moser

It is so big and so integral to our healthcare system.

Rather than it going away, yeah, it's going to have to be a part of how we reshape it.

But to me, between the dividend and the depressed stock price, I thought, well, hey, there's an opportunity for a little healthcare exposure with one of the top dogs in space.

I think with AI, the conversation we're having with a lot of us today at least is, with these absurd amounts of money that are being invested in AI, what does AI mean?

That's a very broad term.

Understanding physical, tangible examples of what AI can do for us in our life, it's just not always so clear how companies are ultimately going to be able to monetize that.

But when you start talking about robotics, I think that's where that tangible example starts to make sense.

And yeah, that's probably oftentimes going to be more in the industrial side of things as opposed to the consumer commercial style of things.

At least early on.

at least early on.

You look at the obvious examples with Amazon and its Kiva acquisition, incorporating the robotics into the warehouses.

That is only becoming more and more the case where these robots are taking care of business and working alongside humans.

It's not like humans are going away.

But yeah, maybe you don't need that same-size workforce.

It's boring companies like UPS, again, incorporating AI into their logistics model and robotics in order to be able to help take care of problems like that.

And then, companies

like AMD and Nvidia developing the technology along the way.

Certainly, I see AI in the physical world making a lot of sense from that perspective even today.

We'll need to work together, people to babysit the robots or ultimately people to disable the robots when they inevitably turn against us.

While we're talking about tangible examples of AI and what it could be doing, it seems like at least for Salesforce, these investments are working for the business.