Salesforce

On ToTheMoon, Salesforce stands in for the large incumbent whose fate shows whether legacy enterprise software can turn AI into value for its customers. The company comes up in discussions of market capitalization, the wave of AI agents and apps inside ChatGPT. The channel's question is why a CRM leader with vast access to sales data looks more like a ceiling on the market than an engine for it.

In 2024 the trigger was a collapse in valuation. Episode 009 discussed Salesforce losing fifty billion dollars in a single day even though it had genuinely invested in AI: the market wanted product growth rather than the word AI. In episode 014 working with Salesforce was described as an ordeal in which every step had to be scripted by hand. Episode 034 used Salesforce to work through the economics of agents: there was no reason to pay another twenty dollars for an AI employee on top of an expensive license, and the agent offerings from Salesforce, IBM and Microsoft had found no adoption.

In 2025 and 2026 the assessment hardened. Episode 047 read the Salesforce partnership with Gemini as a sign that the era of AI startups was over, and episode 050 noted that the system is nearly impossible to leave once adopted. When Salesforce showed up among the apps inside ChatGPT, the hosts suggested in episode 079 that such companies would hand OpenAI a share for the right to say their agents work, and doubted Salesforce would exist in ten years. Episode 080 asked why a Salesforce app in a chat is needed at all. In episode 120 Salesforce was called a riskier company than Nebius.