Maybe the boldest thing @Benioff has done so far
Demolished own storefront and put the warehouse on the street.
If the API is the UI, the seat license is a fiction. Agents don't buy seats, they buy calls.
Every SaaS "per user per month" pricing page just became a legacy artifact.
Benioff finally came to play in AI. Other SaaS orgs will find courage too.
Stock market recovery isn't the end of the SaaSpocalypse. Instead this move is final nail.
Agentforce won’t be a dud after all, B2B AI just got interesting.
'managed team of 50' used to signal leadership. now it might signal overhead. resume that looked perfect in 2020 now signals someone who optimized for a world that no longer exists
we want tomorrow's AI magic but only if it leaves today's org chart intact. that's not a technology problem. that's a grief problem dressed as strategy
AI coding tools are not normal dev tools,
They are like slot machines. Addiction of Ka-ching !
Which is why grew like forest fire
Addiction is not in the tool but in moment the code works.
When these AI tools spits out something that actually runs. Dopamine hit of "it worked." kicks in
Same psychology as gambling.
You pull the lever and hit enter,
wait for the output, and when it lands.
Ka-Ching !
- Claude Code is cocaine. Unadulterated, terminal-native, no IDE babysitting you. Maximum power for those who can handle it.
- Codex CLI and Gemini CLI are now fighting for the same shelf. The big labs have decided terminal-native is the most important battleground.
- Cursor is double espresso. Professional's daily driver. Strong, familiar, gets the job done.
- Windsurf was a different blend. Not a Cursor clone, own philosophy.
- Cline is budget espresso. Open source, VS Code, surprisingly drinkable for the price.
- Roo Code is specialty roast. Cline fork with craft touches.
- GitHub Copilot is instant coffee. The original. Now tastes watered down.
- Replit, Lovable and Bolt are all energy drinks. Quick hits, low barrier, ship fast. Gateway drugs to vibe coding.
- v0 is a microdose. Precise, frontend-only, beautiful in its narrow lane.
- Amp Code is prescription Adderall. Enterprise-grade, AWS-blessed, HR-approved.
- Qwen is the first Chinese generic. Open weights, runs local, surprisingly good. Same molecule, different supply chain.
- GLM 4.7 - Chinese meth. unregulated lab version of the expensive stuff.
- MiniMax M2.1 - Chinese nootropic. Maximum efficiency per dollar. New name smart drug for agentic loops.
- Aider is the OG open source terminal agent. Battle-tested, respects the craft.
- CodeRabbit, Augment Code, Kiro are specific specialists. One thing each, do it well.
IDE plugins were the espresso era. We are way beyond that.
Consumer products were always about design like cocaine.
We just unlocked some new levels in product design
Introducing Fray - the Cursor for fast-moving designers✨
Fray lets you:
- Iterate designs with your own design system.
- Designs all the edge cases.
- Import & export Figma-ready frames.
Want early access?
- RT
- Comment 'Fray'
I'll send you the link.
(must be following)