Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Anthony DiBenedetto Profile picture
Anthony DiBenedetto
@AnthonyDiBs
Portfolio Manager | Ex-Equity Analyst | Insights on stocks, AI/tech trends, and market edges. Data-driven takes for investors. USAF Vet 🇺🇸
Dec 4 • 6 tweets • 2 min read
The "Application Layer" of AI just woke up.

For 12 months, the market has been obsessed with buying the shovels $NVDA

Yesterday, Salesforce $CRM finally proved someone is buying the gold.
This wasn't just an earnings beat. It was the first proof of concept for the "Agentic Economy."

Here is the breakdown 🧵Salesforce Agentforce official branding and logo. Visual representation of the shift from SaaS to Agentic AI in enterprise software. Highlights the new "Digital Worker" model vs legacy chatbots. Relevant to $CRM earnings, Artificial Intelligence, B2B Tech, and the 2025 Application Layer pivot. The top-line revenue beat is great ($10.3B), but let’s look at the adoption metrics for "Agentforce":

• Paid Deals: 9,500+ (Up 50% QoQ)

• Usage: Accounts in production up 70% QoQ.

• Volume: 3.2 Trillion tokens processed.

This is the difference between "Science Project" and "Enterprise Scale." Companies aren't just testing this, they are cutting checks.