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Why These Two Enterprise Software Giants Are Heading For Agentic AI Battle
Investors· 2025-10-15 20:43
BREAKING: Futures Rise After Volatile, Mixed Market Session A heavyweight battle is brewing in the enterprise software market pitting Salesforce (CRM) versus ServiceNow (NOW). That's the emerging view on Wall Street amid announcements at Salesforce's Dreamforce conference. Salesforce stock rose in early trading today. The Salesforce Dreamforce conference started on Tuesday. The software maker hosts an investor day late Wednesday. Aiming to boost the adoption of artificial intelligence products by enterprise ...
AGI 路线图第二阶段:游戏即模型训练|AGIX PM Notes
海外独角兽· 2025-10-13 20:04
AGIX 指数 诞生于我们对"如何捕获 AGI 时代 beta 和 alphas"这一问题的深度思考。毫无疑问,AGI 代表了未来 20 年最重要的科技范式转换,会像互联网那样重塑了人类社会的运行方式,我们希望 AGIX 成为衡量这一新科技范式的重要指标,如同 Nasdaq100 之于互联网时代。 「AGIX PM Notes」 是我们对 AGI 进程的思考记录,希望通过学习 Warren Buffett、Ray Dalio、 Howard Marks 等传奇投资者们的分享精神,与所有 AGIX builders 一同见证并参与这场史无前例的技 术革命。 | Ticker | 本周表现 | YTD | Return since 2024 | | --- | --- | --- | --- | | AGIX | -1.51% | 30.67% | 91.04% | | S&P 500 | -2.79% | 11.41% | 37.37% | | QQQ | -3.00% | 15.31% | 43.95% | | DowJones | -2.60% | 6.90% | 20.67% | | | 本周表现 | I ...
Salesforce Puts Slack, Voice Tools At Center Of AI Strategy
Investors· 2025-10-13 20:01
Aiming to boost the adoption of artificial intelligence products by enterprise customers, Salesforce (CRM) will lean into the 2021 acquisition of Slack Technologies at its Dreamforce conference this week. Salesforce stock has retreated 27% in 2025 despite its push into "agentic" AI. Salesforce on Monday announced that it will integrate Slack's work collaboration tools and voice technologies into a new Agentforce 360 platform. Further, Salesforce acquired Slack for $27.7 billion in 2021 but critics say the c ...