Seema Amble

America | Tech | Opinion | Culture | Charts Last month Salesforce announced it would open its APIs and launch a headless product, essentially betting that in an agentic world, its value lies in the data layer, not the UI. It’s a smart repositioning. (Although it’s worth noting that not much appears to have changed technically: the APIs Salesforce is now marketing as a “headless product” have largely existed for years.

America | Tech | Opinion | Culture | Charts They say you should invest in big markets. It’s hard to think of a larger market than the one for SIs (system integrators). Large companies can have 50+ ERPs across their many divisions, and spend hundreds of millions each annually on ERP transformation (as well as other systems of record like their CRM and HRIS).

America | Tech | Opinion | Culture | Charts With AI, startups and their customers have focused their attention on net-new capabilities and the products they’ve enabled. Think shiny new voice agents, workflow automation tools, and text-to-app platforms.