Salesforce CEO Mark Benioff said that the company achieved double-digit revenue growth and profit growth, proving that AI did not pose an “existential crisis” to the software industry as investors feared a few months ago. Chris Beauchamp, chief market analyst at broker IG, shared this view on the podcast. He pointed out that market sentiment often fluctuates sharply between “extreme optimism” and “uncontrollable panic,” and that pessimism about software companies has clearly overreacted; although the industry is experiencing painful job adjustments and layoffs, software companies have now withstood this wave of shock.

Salesforce CEO Mark Benioff said that the company achieved double-digit revenue growth and profit growth, proving that AI did not pose an “existential crisis” to the software industry as investors feared a few months ago. Chris Beauchamp, chief market analyst at broker IG, shared this view on the podcast. He pointed out that market sentiment often fluctuates sharply between “extreme optimism” and “uncontrollable panic,” and that pessimism about software companies has clearly overreacted; although the industry is experiencing painful job adjustments and layoffs, software companies have now withstood this wave of shock.