CRM
Salesforce, Inc.
stock NYSE

|AI Adoption Is Spreading. AI Spending Is Concentrating|
|:-|
|Roughly 10% of software-spending businesses on Ramp now pay a GPU vendor, up from under 4% two years ago, see chart below. Nearly all of that came from model serving and inference, which went from 2.4% to 8.7% of firms, while neoclouds crept from 2.0% to 3.3%, and wholesale GPU capacity never left the floor at 0.1%.That gap describes what most companies are actually doing with AI. **Businesses are adding a model to an existing product or workflow, paying per call, and treating it as another software subscription they can cancel next month. Very few are building anything that requires owning or reserving the hardware underneath.**The table below shows how unevenly the dollars land. **The top 10% of customers account for 99.5% of model-serving spend and 99% of neocloud spend, leaving the bottom 90% of firms with 0.5% and 1%.**For comparison, non-AI SaaS is at 91.8% and CRM at 84.2%, where the long tail still contributes a real 15.8%, because a small company buying a CRM buys something close to what a large one buys. AI spending tracks how much you run, not how many people you have, which is why a small number of firms in production dwarf everyone else.**The bottom line is that adoption is broadening while the spending base is not, and AI infrastructure will keep depending on a small set of heavy spenders until the tail scales up.** Roughly 10% of software-spending businesses on Ramp now pay a GPU vendor, up from under 4% two years ago, see chart below. Nearly all of that came from model serving and inference, which went from 2.4% to 8.7% of firms, while neoclouds crept from 2.0% to 3.3%, and wholesale GPU capacity never left the floor at 0.1%.That gap describes what most companies are actually doing with AI. Businesses are adding a model to an existing product or workflow, paying per call, and treating it as another software subscription they can cancel next month. Very few are building anything that requires owning or reserving the hardware underneath.The table below shows how unevenly the dollars land. The top 10% of customers account for 99.5% of model-serving spend and 99% of neocloud spend, leaving the bottom 90% of firms with 0.5% and 1%.For comparison, non-AI SaaS is at 91.8% and CRM at 84.2%, where the long tail still contributes a real 15.8%, because a small company buying a CRM buys something close to what a large one buys. AI spending tracks how much you run, not how many people you have, which is why a small number of firms in production dwarf everyone else.The bottom line is that adoption is broadening while the spending base is not, and AI infrastructure will keep depending on a small set of heavy spenders until the tail scales up.|
|:-|
[https://www.apollo.com/insights-news/insights/daily-spark/ai-adoption-is-spreading-ai-spending-is-concentrating](https://www.apollo.com/insights-news/insights/daily-spark/ai-adoption-is-spreading-ai-spending-is-concentrating)

CRM and ORCL taking me to Mordor. Port destroyed this week

Ah yes, all of my options are fucking dead. Thank you GOOG, ORCL and CRM

There never was a SaaSpocolypse. There was a sale on SaaS stocks though. CRM, NOW and ADBE were all hit but it was clear that they are infrastructure and AI will help them increase revenue and profits. They were never competing.

My CRM, ORCL and GOOG calls slaughtered today sheesh

Just be patient, I took LEAPS options on META and MSFT before they popped, same with CRM. You’re hunting, and to be a good hunter you have to wait, these 0dte traders are retarded

Why SaaS stock good today? Hubs docu team CRM etc

I bought a little PEP, if only for the huge dividend and to balance out my tech heavy holdings (META, RDDT, CRM).

Largest buys:
$MRVL up to $5.25M
$INTU up to $5.23M
$BSV up to $5M
$CRM up to $5M
$FCOM up to $5M
$MAAS up to $300K
Largest sells:
$AMZN up to $25M
$MSFT up to $25M