Salesforce and Microsoft Clash over AI Dominance
At the World Economic Forum in Davos, Salesforce CEO Marc Benioff criticized Microsoft's Copilot AI assistant, calling it "a repackaged ChatGPT."
Benioff's comments follow Microsoft CEO Satya Nadella's recent remarks that business applications will become obsolete in the "agent era."
Salesforce's Agentforce bots have gained traction with companies like FedEx, IBM, and Accenture, with Benioff reporting strong consumption and claiming it's "going way faster than anything we've ever done."
However, analysts remain skeptical, with Guggenheim's John DiFucci downgrading Salesforce to a Sell rating due to concerns about Agentforce's monetization potential and lack of advantage in providing AI solutions with dynamic data.