ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: ajtj99	10/1/2025 9:51:27 PM
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CRM is trading as if it's entire business model is being made obsolete by ChatGPT and other AI's. The weekly chart points to them getting so weak they'll need to merge with another software company just to survive in a couple of years. It's a very well managed company, but AI is relentless in its creative destruction of even the best established business models. A year ago I would have discounted this possibility, but their main product, Salesforce, is just a glorified decision tree. Their other big product, Tableau, is maybe not as vulnerable to AI, but I'm not certain.

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