=== SUMMARY ===
- The post argues that Salesforce (CRM) and ServiceNow (NOW) will become trillion-dollar companies within a decade by serving as the control layer between enterprises and various AI models.
- Author believes these companies will offer proprietary AI functionalities and allow businesses to switch between LLMs (e.g., Anthropic, OpenAI) without risking lock-in.
- Quality assessment: Speculation. The author admits the idea is only “0.1% baked” and provides no data, valuation analysis, or concrete evidence. It is not well-researched DD.
=== SENTIMENT ===
BULLISH
=== TRADE IDEAS ===
No actionable trade ideas in this post.
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I think both will be trillion dollar companies in a decade.
I think both will be the control layer of different enterprise functions that sit atop AI and offer their own AI functionalities. An enterprise customer thinking long term needs a layer in between themselves and an AI model. You can't integrate an LLM into your whole business if you don't know which one will be the best LLM a decade from now, there needs to be something in between in case you switch from Anthropic to OpenAi to Google to something that's irrelevant right now or choose to oscillate between LLMs based on pricing or performance. These two companies will be two of the largest beneficiaries of AI once it starts to actually add value to businesses.
Tell me all the reasons I'm wrong... I haven't done anything with this .1% baked thought.