Stratechery: Salesforce Bets on Agents as UI and Abandons the Interface Moat

Stratechery · rss · 2026-09-16

Ben Thompson analyzes Salesforce's AI Force strategy of treating agents as the new UI and racing toward headless software, arguing that UI is disappearing as a moat for everyone — making Salesforce's move to abandon it a smart play with major implications for SaaS.

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