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by cellis
524 days ago
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What they really meant by this is: “Competing products [at peer companies]”. This is still in effect, however the primary competing products at peer rivals is now “foundational ai”, and they need far less people and mostly people of a very specific skill sets of ML research, Inference Scaling, Hardware R&D, AI prompt engineering research. Also the cost to play is 10 billion minimum. So Salesforce will perform rent seeking as long as their moat allows rather than gamble on foundational ai. |
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