Fetching from the wire…
Markets2026-09-15 · source-backed
The September 14 announcement adds two things the earlier named-agent launch didn't: Agent Script, an open-source language for specifying agent behavior, and a long-horizon runtime for goals pursued over days or weeks (Salesforce). Nearly half of all AWUs ever billed came from one quarter. An open behavior-specification language from the largest incumbent is the more interesting half, because it invites third parties to author agents Salesforce then meters.
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Salesforce hit a 52-week low after Q4 FY2026 earnings revealed Agentforce revenue cannot yet offset churn in traditional seat-based licenses. The pivot to "Agentic Work Units" (AWUs) tacitly admits 10 AI agents can replace 100 SDRs. Piper Sandler also downgraded Adobe, Freshwo...
Casey (service), Paige (IT/HR), Carter (shopper checkout), Marshall (supply chain), Piper (inbound leads) and Fin (CX workflows) reached general availability, with outbound sales agent Hunter in pilot and GA set for November 2026. Salesforce claims 7 billion Agentic Work Units...
Salesforce launched a job-ready Agentforce portfolio metered in Agentic Work Units, Zendesk launched Industry and Custom Agents for commerce, and Workable took four recruiting agents to GA on pay-as-you-go credits (Zendesk). Three unrelated categories, CRM, support and HR, con...
Salesforce did it. Then SAP did it. Now ServiceNow. Something's happening. The three largest enterprise software companies by market cap all confirmed pricing transitions away from per-seat licensing in the same quarter. This isn't incremental. This is the death certificate fo...
One day after seven named Agentforce agents went GA, Constellation Research reports that BT150 CxOs can't work out how pricing scales once agents leave the org, or navigate Agentforce 1's unlimited platform usage, the Headless Add-on's per-user Agentic Work Units and the separ...
TechCrunch named the phenomenon everyone's been watching: the SaaSpocalypse. February saw $285B wiped from software stocks driven by three simultaneous forces — AI agents reducing headcount (fewer seats), coding agents making build-vs-buy favor build, and AI model providers mo...
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