Jason Moser

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.

Shares have been having a tough year for sure, but they continue to connect the dots to where big AI investments are actually driving growth.

If they can keep doing that, ultimately, the stock price takes care of itself.

To me, Salesforce's business is one where it is a bit more obvious about how AI tools can help their customers in customer relationship management.

They talked about it on the call.

They said it was the best third quarter ever in the history of the company.

It was the fastest growth that they did in bookings.