Up and to the Right

What this episode covers

In this episode, we discuss AI disruption in the industry, economic concerns, Microsoft shenanigans, OpenAI's precarious business position, and 2026 predictions for the Salesforce ecosystem and beyond. Links: Wall Street Gold on X: "🚨 RAY DALIO WARNS: “Its not a recession which is going to hit US & the World but a total breakdown of Monetary System” https://t.co/AZDZnsJ9Fy" / X David Shapiro ⏩ on X: "BEARISH ON OPENAI The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger https://t.co/EooNH6Tp8B" / X Peter Girnus 🦅 on X: "A few days ago Microsoft deactivated IntelliCode in VS Code. 60 million downloads. Free. Unlimited suggestions. Worked offline. They killed it. The replacement is Copilot. 2,000 free suggestions. Then you pay. I called it "platform evolution." Leadership loved that https://t.co/0155mgZvI9" / X Marcin Krzyzanowski on X: "don't blame the system, blame ceo https://t.co/uo9miskD2P" / X The Windows 11 Crisis - YouTube Hannah Sumi on X: "@pixelsebi @gothburz This is the measurement gap I keep talking about. "47 opened it" out of 4,000 seats = 1.2% adoption But the graph goes "up and to the right" When you measure vanity metrics instead of actual usage, you can justify anything. This is why 85% claim AI agents but only 16% are real." / X The Shift Towards In-House Platforms in Enterprise Tech | TikTok Salesforce's Marc Benioff Says He Might Rename the Company Agentforce - Business Insider OpenAI in talks with Amazon about investment could top $10 billion