A CNBC op-ed argues that Salesforce’s recent strong earnings signal a shift in AI’s balance of power away from frontier model makers and back toward enterprise software companies. The piece contends that as intelligence itself becomes commoditized, with frontier models leapfrogging each other every few months, value migrates toward whichever company controls the scarce, trusted proprietary data that AI agents need to operate. It cites heavy Salesforce and Slack usage among leading AI companies as evidence that data and workflow ownership, not model quality, may determine the AI industry’s long-term winners.
