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You are right, folks “selling” AI to enterprises are mostly selling “snake oil”

That said, the real value / danger is new businesses that are ground up “AI powered” that take out existing behemoths especially in tech.

There is no company I am more bearish on that SalesForce.

The era of disaggregation of applications is upon us

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Yes, you have a point of course however these platforms are incredibly sticky and hard to abandon.

For example, I've been hearing about the "future of ERP" for years now and, instead, the next SAP seems to be SAP.

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IMHO the way they get disrupted is not by replacing them whole hog at any customer. That is doomed to fail

Instead it will be a classic low end disruption where the features of SFDC will be taken apart.

I mean even in 2019, I ran into a company about to start implementation of PeopleSoft long after it had been sunset

But no new customer adopts them

It will be a lot of “fun”

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