Ed Sim · 29 August 2026 · Industry Analysis

What’s 🔥 in AI/Infra/VC #513

Ed Sim, GP @ Boldstart

Salesforce is proving the enterprise SaaS "apocalypse" narrative wrong: seat-based revenue grows alongside agent-driven consumption pricing (now $3.9B ARR), demonstrating that systems of record with governance layers have lasting power. The real battleground is blending deterministic business logic with probabilistic AI reasoning.

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Topics: Enterprise Software

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