Ex-Salesforce director makes the case for Salesforce to sell inference: $28K vs $15K per $100K ISV deal
matt_slotnick · x · 2026-10-13
Matt Slotnick argues Salesforce should resell inference to its partner ecosystem: partners already route growing inference spend to model providers. Letting partners consume inference through Salesforce (3% fee plus inference revenue) would lift platform take on a $100K ISV deal from $15K to $28K per year — vs $43K on AWS/GCP marketplace — while customers burn flex credits against real agent work. Salesforce would monetize all agent activity in its ecosystem and begin evolving into a hyperscaler-like infrastructure business.
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