Salesforce (CRM) investor relations material

Key themes and industry context

• AI adoption in enterprises is accelerating, with a shift from hype to real business value and operationalization at scale.

• Major constraints include compute, memory, optics, capital, and energy, but the focus is moving toward industry-specific value creation.

• The industry is at an inflection point, with sectors like insurance, pharma, and manufacturing beginning to realize tangible benefits.

• Security, governance, and compliance remain critical as enterprises integrate AI into core systems.

• The summit features leaders discussing AI infrastructure, data, observability, and operational platforms.

Evolution of AI in the enterprise

• AI has rapidly evolved from basic prompt-based models (AI 1.0) to agentic systems (AI 2.0) and now to dynamic interfaces (AI 3.0).

• Enterprises are moving toward hybrid models, combining deterministic legacy systems with probabilistic AI for enhanced value.

• Dynamic user interfaces powered by AI are unlocking previously trapped value in enterprise data and workflows.

• The next 12–18 months are expected to see widespread adoption of these composite, dynamic applications.

• Companies are not discarding existing investments but amplifying them with AI-driven interfaces and agents.

Practical implementation and innovation

• AI agents are already resolving millions of customer service issues and optimizing supply chains.

• New APIs and protocols enable seamless integration of enterprise data into AI-powered interfaces like Cowork.

• The "headless" approach allows enterprise applications to be accessed through multiple dynamic interfaces, including Slack and Teams.

• Security, control, and compliance are foundational as innovation accelerates.

• The focus is on delivering measurable customer value, not just technological advancement.