Alex Banks: AI Landed as a Layer on Top of Salesforce, Not a Replacement — a Record Quarter
thealexbanks · x · 2026-09-18
Commenting on this week's Dreamforce signals, Alex Banks argues the "SaaSpocalypse" priced AI as a replacement for software, but this week it showed up as a layer on top of it — AI labs are building on Salesforce rather than trying to replace it.
- No enterprise is ripping out the system holding twenty years of customer data; they want more out of it
- Large software companies and systems of record won't go out of style — there's still no vibe-coded Salesforce
- That's why this quarter was a record, and he doesn't think it'll be the last
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