Jason Moser

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.

But then they also noted, and I thought this was interesting because it reminded me of CrowdStrike's earnings earlier this week.

Net new average order value.

They had the fastest growth in net new average order value.

That, to me, tells us a lot.

Bringing in that new business and assuming the reason why they're bringing in that new business is because they continue to advance with these AI tools and helping their customers in that customer relationship management business.

It was interesting.

There was one example Benioff called out in the call.

with AgentForce, the annual recurring revenue around $540 million for the quarter.