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Salesforce's AI Platform Aims at Corporate Labor Spending

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Salesforce is working to transform Agentforce into a billable digital labor market rather than just another AI feature. The goal is for consumption revenue from this platform to grow faster than software seats disappear and inference costs remain under control.

If Salesforce achieves this, Agentforce could open up a significantly larger growth market tied directly to corporate labor spending. This would be a new upside opportunity for the company.

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