Op-ed: Salesforce just revealed the next battleground in AI — and it's not the models

The article frames Salesforce’s “blowout” earnings as evidence that investor focus may be shifting away from frontier AI models and back toward established enterprise software. It argues that as AI inputs become more abundant and cheap, value accrues to scarce software complements rather than frontier model development. No specific financial figures or guidance changes are cited, but the takeaway is supportive of software-sector fundamentals.