Sameer Patel

[Jon Erlichman @JonErlichman]

First offices of 6 companies worth a combined $22 trillion.

[Aakash Gupta @aakashgupta]

Salesforce co-founder Parker Harris just said the quiet part out loud: "Why should you ever log into Salesforce again?"

That's a $41B revenue company telling its own customers their seats are optional.

Headless 360 launched at TDX last week. Every Salesforce capability, Sales Cloud, Service Cloud, Data 360, Slack, all of it, exposed as APIs, MCP tools, and CLI commands. 60 new MCP tools. 30 coding skills that drop straight into Claude Code, Cursor, Codex, and Windsurf. Agentforce Vibes 2.0 ships with multi-model support including Claude Sonnet and GPT-5. Agents render natively inside Slack, Teams, ChatGPT, Claude, Gemini, anywhere with MCP. The browser is optional. The Salesforce UI is optional.

The Salesforce UI is the thing customers pay $165 a seat per month to access.

Now look at what every other apex SaaS CEO is doing this same week. Microsoft is bolting Copilot on top of Office seats and double-charging. ServiceNow is layering Now Assist on top of Pro seats nobody wants to give up. Workday won't even discuss AI pricing on earnings calls. Every other apex SaaS founder is defending the seat model. Benioff just published the API spec for replacing it.

The reason is in Salesforce's own field data. Their internal Agentforce instance resolves 84% of support cases with zero human intervention. A sales engineer running 90 enterprise accounts already sees seat counts down 10%. Benioff watched the compression hit from inside the building before the market could price it from outside.

Run the unit economics. A CRM rep costs $80K loaded. Replacing them with an agent at $0.10 per Flex Credit action across 5,000 actions per month runs $6K a year. The customer captures $74K in labor savings, Salesforce captures $6K in software, up from the $2K/year that seat used to generate. 3x revenue per "user" if Salesforce can land it, on a TAM measured in compute hours instead of work hours.

That's the bet. Take the smaller-but-faster-growing pie before someone else takes it from you. Headless 360 is the wager that Salesforce would rather be the agent runtime every AI calls into than the SaaS the agents bypass.

The stock is down 35% because the market hasn't decided whether the pivot is working. $800M Agentforce ARR on a $41.5B base, growing 169% YoY in 18 months. Faster than any product Salesforce has ever launched. The next four quarters tell you whether Benioff was 18 months ahead of every other SaaS CEO or whether he just open-sourced the eulogy for his own business model.

Apex founders don't dabble. They re-platform. Benioff already pulled the trigger.

[Sameer Patel @_sameerp]

I can't even reject this now. Tracking is no longer optional. #privacy #cnn #dataprivacy

[Sameer Patel @_sameerp]

@CricCrazyJohns I feel India needs to understand that IPL is club cricket. Loyalty has no place here. https://t.co/rXqneJGTrd

[Royal Challengers Bengaluru @RCBTweets]

ICC U19 World Cup 🔥
ICC Cricket World Cup Winner 🥶
ICC Champions Trophy Winner x2 😮‍💨
ICC Test Mace Winner 🤌
ICC T20 World Cup Winner😎
IPL Champion 🏆

Different stages, same ruler. 𝗧𝗵𝗲 𝗞𝗶𝗻𝗴 𝗼𝗳 𝗮𝗹𝗹 𝗿𝗲𝗮𝗹𝗺𝘀. 👑

#HappyBirthdayViratKohli #PlayBold #ನಮ್ಮRCB

[Cricketopia @CricketopiaCom]

ICC’s tribute to Kohli on his Birthday.

https://t.co/f27bVkYsRz

[Kolly Censor @KollyCensor]

. Anushka Sharma

[Ajay Devgn @ajaydevgn]

Ever-rising entrepreneurial spirit has proved how startups will be the driving force of our country’s future. Let's celebrate not just the glittering unicorns, but every enterprise, irrespective of size, that exhibits innovation and problem solving. #NationalStartupDay

[NFL @NFL]

Wow.

@TomBrady | #GoBucs

📺: #PHIvsTB on FOX
📱: NFL app

[Virat Kohli @imVkohli]

🇮🇳

[BCCI @BCCI]

The moment we've all been waiting for!

Join us for the big reveal on 13th October only on @mpl_sport. 🇮🇳

Are you excited? 🥳

[Sameer Patel @_sameerp]

@DanRosanova Lol

[Virrender Sehwag @virendersehwag]

If anyone can please provide her contact details, please DM @AmritanshuGupta @SehwagFoundatn we want to take care of meals for her and her family till she recovers.

[Virrender Sehwag @virendersehwag]

No words to express gratitude to the health workers who are selflessly trying to save lives.
Request everyone to please wear masks and maintain social distancing and not venture out needlessly 🙏🏼

[Visual Studio Code @code]

We're thinking about refreshing the "Debug" icon in the Activity Bar, to better indicate that you can run and debug your code from there. You can see this icon in the latest Insiders release (you can download Insiders: https://t.co/buVaOkkEhZ)

Let us know what you think!

[Sameer Patel @_sameerp]

@Fzxg6VmDqQTR0GR @Adwanism Lol

[Sameer Patel @_sameerp]

@hasanminhaj loved the episode on Indian election. But I have a small feedback. U spent the whole time taking about #Modi and #BJP. Why not spend some time taking about the Congress, AAP and other parties opposing Modi.Either you give your opinion or put forth all facts.Not both

[Azure Logic Apps @logicappsio]

Got a question about Azure Integration Services? Join us this Thursday for our #IntegrationAMA! We'll have team members from @logicappsio, @AzureApiMgmt, @AzureEventGrid & Azure Service Bus ready to help out! Tweet @AzureSupport using #IntegrationAMA!

[Narendra Modi @narendramodi]

Furthering quality education and a spirit of innovation among our youngsters.

[Virrender Sehwag @virendersehwag]

Bat me hai Dum !
#BharatJaisiJagahNahi