François Chollet· @fchollet · X·· 2026-06-21AI 评分65
AI 导读
François Chollet 指出,越拥抱AI,就越需要SaaS。Box CEO Aaron Levie 将 Salesforce 的 MCP 服务器接入 Claude Code 后,Salesforce 使用量达到此前的5倍。他开始查询以往懒得手工操作的客户和市场情报。智能体消除了操作摩擦,底层系统被更多查询而非取代。对持有 $CRM 的投资者而言,智能体时代是用户参与度的顺风车,而非颠覆风险,前提是数据平台能承载查询负载。
正文 · 原文
The more you embrace AI, the more you need SaaS. This is not obvious to armchair market analysts who love disruption narratives, but it is obvious to people actually running companies.
Levie now uses Salesforce 5x more than at any point before. The Box CEO @levie connected Salesforce's MCP server to Claude Code. Now he runs customer and market intelligence queries he would never have bothered pulling up by hand. The agent removes the friction. The underlying system gets queried more, not replaced. If you hold $CRM, the agentic era is an engagement tailwind, not a disruption risk - gated on whether the data platform handles the query load. Why incumbents gain from agents: https://podcastalpha.substack.com/p/aaron-levie-on-ai-agents-for-cios Source: CXOTalk - https://www.youtube.com/watch?v=ylBDQHk3BhI在 X 查看被引用的帖子
来源:François Chollet · x.com