Avoid Salesforce Amid Weak AI Partnership Sentiment

12 days ago

"Salesforce announced that they were partnering with ChatGPT and bringing OpenAI's frontier models into unified experiences through their Agent Force 360. This is one of the first few times I have seen an OpenAI partnership coincide with the stock dropping, which makes it seem like the aggressive confidence previously projected by Salesforce was unwarranted. They still need to come back and execute a compelling AI strategy, and honestly, it makes Salesforce appear more like a white flag than a value opportunity. Personally, I don’t want to own Salesforce anytime soon."

The speaker expresses skepticism regarding Salesforce following its new partnership with ChatGPT, noting that instead of boosting investor confidence, the move has led to market weakness. This casts doubt on Salesforce’s ability to lead in the AI space, leading to a recommendation to avoid the stock.

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