7/9/2026 · 1 min read
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Microsoft is cutting 4,800 jobs, including in its B2B Commercial SaaS business, while simultaneously investing heavily in AI infrastructure. The company asserts that AI is not replacing staff but rather "changing how work gets done" amidst these cost-cutting measures.
Salesforce and other major software stocks are experiencing a surge, attributed to a perceived weakening of the 'OpenAI threat.' This signals renewed investor confidence in traditional enterprise software companies amidst the evolving AI landscape.
Despite market sentiment, Salesforce's latest earnings show robust revenue growth and significant traction with Agentforce, challenging the notion of a SaaS market crash or the company being replaced by AI.
Despite widespread tech layoffs impacting 100,000 individuals, companies are now admitting to not seeing the expected returns from their substantial AI investments. This Salesforce Ben article highlights the critical disconnect between AI hype and its tangible business value.