🏢 公司NewsroomCRMDoubao · 实盘不做把握 7/10不做原因:标的无直接敞口
北京时间·🕒 发布 23:00:00·⟳ 抓取 23:03:11回填·⚡ 决策 10-13 23:04:43 +4m43s·14.0 天前
Salesforce 发布与 NVIDIA 合作的 CRM 推理模型 Koa,但属产品叙事/访谈,无订单或财务增量
这是 Salesforce 自有 Newsroom 的产品理念/高管访谈稿,Koa 与 NVIDIA 合作为品牌和技术叙事,缺少客户采用、合同金额、定价、GA 节点或指引变化;对 CRM 本身和被点名的 NVDA 均无可量化的短期损益传导,属超大市值公司的软催化。
📄 原文CRM↗ 原文
Why Salesforce Lets You Pick the Right AI Model for the Job
Not every job calls for the same AI model . Some tasks, like routing a case or updating an opportunity, need precise mu…
不做 Salesforce(CRM.US)
官方 Newsroom 高管访谈/产品理念稿,仅介绍 Koa、多模型选择和 Slack AI 协作,无客户、金额、定价、GA 或指引增量;对超大市值公司不构成可交易正 edge。
不做 NVIDIA(NVDA.US)
仅被点名为 Koa 合作构建方,未披露芯片/云资源采购规模、收入分成或独家性,相对 NVIDIA 体量无可量化影响。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Salesforce 介绍与 NVIDIA 合作的 CRM 推理模型 Koa 和多模型选择策略,但全文没有订单、客户、收入或指引增量。方向偏正面宣传,缺乏可交易的预期差,故不做。
🔎 新鲜度:最早出现 2026-10-13 · 扩散 low · price-in 风险 low ↗
关键理由
- Koa 强化 Salesforce Agentforce/CRM 工作流与多模型编排叙事,但本文未给任何可计入收入的新增商业事实。
- NVIDIA 仅为模型合作方,未披露芯片采购、收入分成或独家条款,且相对其市值影响可忽略。
主要风险
- 若后续配套发布重大客户采用、定价或上调 Agentforce 指引,可能改变 CRM 判断,但那属于另一新增事件。
- 公司 Newsroom 天然偏正面,访谈中的“released/partnering”措辞不能等同于正式 GA 或已产生收入。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
当前原文未提供 GA、客户、定价、订单或收入指引;这类缺失直接削弱多头催化,未发现可把本文升级为商业事件的事实。
检索:Salesforce Koa NVIDIA model commercial availability customers pricing Agentforce revenue 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例缺失与事件软催化性质共同支持 AVOID,而非用主题情绪推出多头。
方向:未构建先例:当前事件缺少明确商业阶段和可交易标的,属纯产品理念/内容更新,历史发布会或股价反应无法可靠锚定本稿。
涨幅量级:无足够相似、同相位的一手先例可用于校准幅度;不应把 Salesforce 其他 Agentforce 大会或财报发布的涨幅套用到本篇访谈。
形态:无可统计样本;超大市值软件公司的无量化产品叙事通常更接近低 edge 软催化,但未以编造先例定价。
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 12 ms
{"result": "search_processed_events:agent query=`salesforce aiforce model choice anthropic openai flexibility | salesforce koa crm reasoning model nvidia | salesforce slack multiplayer agents michael andrew`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证
原文全文
展开原文 · 4,775 字
Not every job calls for the same
AI model
. Some tasks, like routing a case or updating an opportunity, need precise multistep reasoning. Others might need to be done particularly quickly or cost-effectively.
So rather than forcing customers to stick with a single tool, Salesforce gives them flexibility to use whichever model works best for any given use case, whether it’s a frontier, open, or custom model like Koa. Salesforce’s
first CRM reasoning model
,
Koa
is purpose-built for the work enterprises do. Built in collaboration with NVIDIA and running inside the Salesforce trust boundary, it’s trained in simulations drawn from 27 years of Salesforce experience running CRM workflows.
It’s orchestrated alongside frontier models rather than in place of them, and that flexibility is central to how Salesforce approaches enterprise AI. As Chief Data Officer Michael Andrew puts it, “We believe in giving our customers choice, that you can pick the model that’s right for your particular use case … and that you have the flexibility to keep evolving and changing what model you use.”
When the Salesforce Newsroom caught up with Andrew, he also explored the flexibility that multiplayer AI now offers users in
Slack
. Instead of one person, one screen, and one agent in a private tab, people and agents work out in the open on shared context so the whole team learns from every exchange. In that setup, Andrew said, the agent is “working with your team together, and it has all the shared context.” No matter what model it’s based on.
Watch the video here, or see the transcript below.
Q: What’s the difference between a deterministic and a probabilistic system?
Andrew:
When you press the power button on your TV, it’s always going to come on. That’s deterministic. You tell your child, ‘Hey, will you turn off the TV?’ Maybe they do. Maybe they don’t.
Agents
are the same way. Software is deterministic. If you open a case about your customer, if a customer files an issue, every time you press that button, you’re going to open a case. Businesses have always run on deterministic systems, which guarantee you’re going to get the same thing every time, everywhere in the world.
You can get a new employee, you can try to train them to do the best possible, but that new employee might make mistakes. That’s what the nondeterministic systems of AI are like — they’re basically big artificial brains. You can train them, you can guide them, but they’re not always going to be reliable.
Q: Why should a company’s deterministic systems be able to connect to any model?
Andrew:
Different models have different strengths and weaknesses, and they’re changing all the time. All the companies are competing to produce different models, and of course, you have big frontier foundation models produced from partners like Anthropic and OpenAI, but you also have open-source models. You have custom models, like we just released a model partnering with NVIDIA that’s customized from Salesforce.
So we believe in giving our customers choice, that you can pick the model that’s right for your particular use case and cost and value, but knowing that your data is secure, that you can run your process, and you have the flexibility to keep evolving and changing what model you use for the use case. And it’s based on that speed of resolution and cost.
AI is a fuel; it’s more fuel into your engine, and we want to let that fuel come from anywhere, whether it’s Anthropic and Claude, OpenAI and ChatGPT, or any of the many partners that we’re announcing for
AIforce
.
Q: Why is it critical to deliver agentic actions in places where people already work?
Andrew:
We use Slack every day. I think 85,000 employees are talking with their colleagues, talking about their projects, talking about their accounts. You don’t want to have to go somewhere else. Now you can just talk to your agent and say, “Hey, agent, help me out. Suddenly, boom! The agent’s in the chat, and it’s your digital colleague right there in the flow of work with you.
And importantly, in Slack, it also comes with security and permissions. It’s to your channels, to what you want to allow it to do. And I look at Slack’s real power with agents is that it’s teamwork. It’s another team member with you in the same way you work with your team right now. Now you have an agent that’s working with your team together, and it has all the shared context. It can know what you were talking about with that deal or that customer issue. Now the agent has the same context as your team members, and it can now help you with that right context to help you do whatever you need to do.
Go deeper:
Toward
self-improving agents
How we
cut inference spend
by right-sizing our models
Pioneering Salesforce Engineering’s
agentic shift
AI model
. Some tasks, like routing a case or updating an opportunity, need precise multistep reasoning. Others might need to be done particularly quickly or cost-effectively.
So rather than forcing customers to stick with a single tool, Salesforce gives them flexibility to use whichever model works best for any given use case, whether it’s a frontier, open, or custom model like Koa. Salesforce’s
first CRM reasoning model
,
Koa
is purpose-built for the work enterprises do. Built in collaboration with NVIDIA and running inside the Salesforce trust boundary, it’s trained in simulations drawn from 27 years of Salesforce experience running CRM workflows.
It’s orchestrated alongside frontier models rather than in place of them, and that flexibility is central to how Salesforce approaches enterprise AI. As Chief Data Officer Michael Andrew puts it, “We believe in giving our customers choice, that you can pick the model that’s right for your particular use case … and that you have the flexibility to keep evolving and changing what model you use.”
When the Salesforce Newsroom caught up with Andrew, he also explored the flexibility that multiplayer AI now offers users in
Slack
. Instead of one person, one screen, and one agent in a private tab, people and agents work out in the open on shared context so the whole team learns from every exchange. In that setup, Andrew said, the agent is “working with your team together, and it has all the shared context.” No matter what model it’s based on.
Watch the video here, or see the transcript below.
Q: What’s the difference between a deterministic and a probabilistic system?
Andrew:
When you press the power button on your TV, it’s always going to come on. That’s deterministic. You tell your child, ‘Hey, will you turn off the TV?’ Maybe they do. Maybe they don’t.
Agents
are the same way. Software is deterministic. If you open a case about your customer, if a customer files an issue, every time you press that button, you’re going to open a case. Businesses have always run on deterministic systems, which guarantee you’re going to get the same thing every time, everywhere in the world.
You can get a new employee, you can try to train them to do the best possible, but that new employee might make mistakes. That’s what the nondeterministic systems of AI are like — they’re basically big artificial brains. You can train them, you can guide them, but they’re not always going to be reliable.
Q: Why should a company’s deterministic systems be able to connect to any model?
Andrew:
Different models have different strengths and weaknesses, and they’re changing all the time. All the companies are competing to produce different models, and of course, you have big frontier foundation models produced from partners like Anthropic and OpenAI, but you also have open-source models. You have custom models, like we just released a model partnering with NVIDIA that’s customized from Salesforce.
So we believe in giving our customers choice, that you can pick the model that’s right for your particular use case and cost and value, but knowing that your data is secure, that you can run your process, and you have the flexibility to keep evolving and changing what model you use for the use case. And it’s based on that speed of resolution and cost.
AI is a fuel; it’s more fuel into your engine, and we want to let that fuel come from anywhere, whether it’s Anthropic and Claude, OpenAI and ChatGPT, or any of the many partners that we’re announcing for
AIforce
.
Q: Why is it critical to deliver agentic actions in places where people already work?
Andrew:
We use Slack every day. I think 85,000 employees are talking with their colleagues, talking about their projects, talking about their accounts. You don’t want to have to go somewhere else. Now you can just talk to your agent and say, “Hey, agent, help me out. Suddenly, boom! The agent’s in the chat, and it’s your digital colleague right there in the flow of work with you.
And importantly, in Slack, it also comes with security and permissions. It’s to your channels, to what you want to allow it to do. And I look at Slack’s real power with agents is that it’s teamwork. It’s another team member with you in the same way you work with your team right now. Now you have an agent that’s working with your team together, and it has all the shared context. It can know what you were talking about with that deal or that customer issue. Now the agent has the same context as your team members, and it can now help you with that right context to help you do whatever you need to do.
Go deeper:
Toward
self-improving agents
How we
cut inference spend
by right-sizing our models
Pioneering Salesforce Engineering’s
agentic shift
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31ab01c3fb· 2026-10-13 23:04 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前