The more you embrace AI, the more you need SaaS. This is not obvious to armchair market analysts who love disruption narratives, but it is obvious to people actually running companies.
Podcast Alpha (@PodcastAlphaX)
Levie now uses Salesforce 5x more than at any point before.
The Box CEO @levie connected Salesforce's MCP server to Claude Code. Now he runs customer and market intelligence queries he would never have bothered pulling up by hand.
The agent removes the friction. The underlying system gets queried more, not replaced.
If you hold $CRM, the agentic era is an engagement tailwind, not a disruption risk - gated on whether the data platform handles the query load.
Why incumbents gain from agents: podcastalpha.substack.com/p/…
Source: CXOTalk - piped.video/watch?v=ylBDQHk3…
Video
— https://nitter.net/PodcastAlphaX/status/2068431946431008972#m