Key insights
- The author believes Salesforce and ServiceNow are positioned to become trillion-dollar companies by acting as crucial 'control layers' between enterprises and evolving AI models. This intermediary role will allow businesses to switch AI providers without disrupting core functions, making CRM and NOW major beneficiaries of AI's increasing business value. This perspective suggests a bullish outlook for these enterprise software giants due to their strategic positioning in the AI ecosystem.
I think both will be trillion dollar companies in a decade.
I think both will be the control layer of different enterprise functions that sit atop AI and offer their own AI functionalities. An enterprise customer thinking long term needs a layer in between themselves and an AI model. You can't integrate an LLM into your whole business if you don't know which one will be the best LLM a decade from now, there needs to be something in between in case you switch from Anthropic to OpenAi to Google to something that's irrelevant right now or choose to oscillate between LLMs based on pricing or performance. These two companies will be two of the largest beneficiaries of AI once it starts to actually add value to businesses.
Tell me all the reasons I'm wrong... I haven't done anything with this .1% baked thought.