<p>In this episode, we discuss AI disruption in the industry, economic concerns, Microsoft shenanigans, OpenAI&#39;s precarious business position, and 2026 predictions for the Salesforce ecosystem and beyond.</p><p>Links:</p><ul><li><a title="Wall Street Gold on X: &quot;🚨 RAY DALIO WARNS: “Its not a recession which is going to hit US &amp;amp; the World but a total breakdown of Monetary System” https://t.co/AZDZnsJ9Fy&quot; / X" rel="nofollow" href="https://x.com/WSBGold/status/2001728464861438440?s=20">Wall Street Gold on X: "🚨 RAY DALIO WARNS: “Its not a recession which is going to hit US &amp; the World but a total breakdown of Monetary System” https://t.co/AZDZnsJ9Fy" / X</a></li><li><a title="David Shapiro ⏩ on X: &quot;BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger https://t.co/EooNH6Tp8B&quot; / X" rel="nofollow" href="https://x.com/DaveShapi/status/2001692151986434480">David Shapiro ⏩ on X: "BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger https://t.co/EooNH6Tp8B" / X</a></li><li><a title="Peter Girnus 🦅 on X: &quot;A few days ago Microsoft deactivated IntelliCode in VS Code. 60 million downloads. Free. Unlimited suggestions. Worked offline. They killed it. The replacement is Copilot. 2,000 free suggestions. Then you pay. I called it &quot;platform evolution.&quot; Leadership loved that https://t.co/0155mgZvI9&quot; / X" rel="nofollow" href="https://x.com/gothburz/status/2001307629939835252?s=20">Peter Girnus 🦅 on X: "A few days ago Microsoft deactivated IntelliCode in VS Code. 60 million downloads. Free. Unlimited suggestions. Worked offline. They killed it. The replacement is Copilot. 2,000 free suggestions. Then you pay. I called it "platform evolution." Leadership loved that https://t.co/0155mgZvI9" / X</a></li><li><a title="Marcin Krzyzanowski on X: &quot;don&#39;t blame the system, blame ceo https://t.co/uo9miskD2P&quot; / X" rel="nofollow" href="https://x.com/krzyzanowskim/status/2000881080132624622?s=20">Marcin Krzyzanowski on X: "don't blame the system, blame ceo https://t.co/uo9miskD2P" / X</a></li><li><a title="The Windows 11 Crisis - YouTube" rel="nofollow" href="https://www.youtube.com/watch?v=zKjo8Oc2qLk">The Windows 11 Crisis - YouTube</a></li><li><a title="Hannah Sumi on X: &quot;@pixelsebi @gothburz This is the measurement gap I keep talking about. &quot;47 opened it&quot; out of 4,000 seats = 1.2% adoption But the graph goes &quot;up and to the right&quot; When you measure vanity metrics instead of actual usage, you can justify anything. This is why 85% claim AI agents but only 16% are real.&quot; / X" rel="nofollow" href="https://x.com/hannah_sumi/status/1999570373394813114">Hannah Sumi on X: "@pixelsebi @gothburz This is the measurement gap I keep talking about. "47 opened it" out of 4,000 seats = 1.2% adoption But the graph goes "up and to the right" When you measure vanity metrics instead of actual usage, you can justify anything. This is why 85% claim AI agents but only 16% are real." / X</a></li><li><a title="The Shift Towards In-House Platforms in Enterprise Tech | TikTok" rel="nofollow" href="https://www.tiktok.com/@transformationprincess/video/7564551095830187294?_r=1&amp;_t=ZT-91eEI0Ni2xi">The Shift Towards In-House Platforms in Enterprise Tech | TikTok</a></li><li><a title="Salesforce&#39;s Marc Benioff Says He Might Rename the Company Agentforce - Business Insider" rel="nofollow" href="https://www.businessinsider.com/salesforce-marc-benioff-says-he-might-rename-company-agentforce-2025-12">Salesforce's Marc Benioff Says He Might Rename the Company Agentforce - Business Insider</a></li><li><a title="OpenAI in talks with Amazon about investment could top $10 billion" rel="nofollow" href="https://www.cnbc.com/2025/12/16/openai-in-talks-with-amazon-about-investment-could-top-10-billion.html">OpenAI in talks with Amazon about investment could top $10 billion</a></li></ul>

Good Day, Sir! Show, a Salesforce Podcast

Jeremy Ross and John De Santiago

Up and to the Right

DEC 21, 202570 MIN
Good Day, Sir! Show, a Salesforce Podcast

Up and to the Right

DEC 21, 202570 MIN

Description

In this episode, we discuss AI disruption in the industry, economic concerns, Microsoft shenanigans, OpenAI's precarious business position, and 2026 predictions for the Salesforce ecosystem and beyond.Links:Wall Street Gold on X: "🚨 RAY DALIO WARNS: “Its not a recession which is going to hit US & the World but a total breakdown of Monetary System” https://t.co/AZDZnsJ9Fy" / XDavid Shapiro ⏩ on X: "BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger https://t.co/EooNH6Tp8B" / XPeter Girnus 🦅 on X: "A few days ago Microsoft deactivated IntelliCode in VS Code. 60 million downloads. Free. Unlimited suggestions. Worked offline. They killed it. The replacement is Copilot. 2,000 free suggestions. Then you pay. I called it "platform evolution." Leadership loved that https://t.co/0155mgZvI9" / XMarcin Krzyzanowski on X: "don't blame the system, blame ceo https://t.co/uo9miskD2P" / XThe Windows 11 Crisis - YouTubeHannah Sumi on X: "@pixelsebi @gothburz This is the measurement gap I keep talking about. "47 opened it" out of 4,000 seats = 1.2% adoption But the graph goes "up and to the right" When you measure vanity metrics instead of actual usage, you can justify anything. This is why 85% claim AI agents but only 16% are real." / XThe Shift Towards In-House Platforms in Enterprise Tech | TikTokSalesforce's Marc Benioff Says He Might Rename the Company Agentforce - Business InsiderOpenAI in talks with Amazon about investment could top $10 billion