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Can Agentforce catalyze the broader Salesforce product portfolio? Can it bring along everything
I don't think we've made and Robin, enough justice to what is happening right now in front of us
Was there some technology catalyst or some implementation catalyst that caused that that increase of conversions
what a lot of investors are wondering is transmission mechanism of when does this become a bigger driver for the overall growth rate
Investors are asking me a lot of questions about the changing pricing model dynamics going from a seat-based model
CapEx is growing faster than we expected, and maybe Azure is growing a little bit slower than we expected
Is there anything that you're worrying about in that evolution and particularly the evolution of these generative AI models
how do you guys manage that risk versus reward with these quickly emerging AI labs and these AI start-ups
changing data center commitments, maybe Microsoft walking away from some of those data center commitments
we were a little disappointed on Azure coming in at the bottom end of the guidance range