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…els can do a lot of things but they cannot do everything and you know that so and that we're kind of hitting in some ways you know a high evolution of the large language model as we can kind of see as we got in a GPT five looks a lot like GPT four it's more evolutionary than revolutionary so we're seeing a maturation of that type of technology right now that deeply integrated into the tech into the application layer that's where I'm getting the most value and that idea that those agents then when they're directly talking to the customer or directly talking to the employee they need to be you know manage through those guardrails they need to be managed through that structure and that's incredibly important for us as the tech vendor to be able to provide that to the customer when you say 30 to 50% of work is being done by agents today I guess how do you think about the the unit of work being done how do you assess that at an organizational level to try to figure out where the balance is of who's doing what well I think we kind of lay it out like in that support example which is really I think the best example right that if we were having this conversation a year ago and you were calling Salesforce there would be 9,000 people that you would be interacting with globally on our service cloud and they would be managing creating reading updating deleting data we called CRUD database with an app of very powerful interface you know with lightning in some cases if there's a case maybe it gets swarmed on the slack but this is what they're doing maybe they're checking the analytics and Tableau maybe they're over here you know doing doing some others kind of sentiment analysis now it's a different system now all of a sudden here we are a year later and the million and a half conversations that are happening going forward over the next year and a million and a half human conversations that are going forward over the next year how now bifurcated 50% are with agents 50% are with humans and there needs to be also technology and people who are managing how are these working together and because all of a sudden like the agent will scale out and say whoa I can't handle this I need a you got to go help handle have the human work on that it's not any different than have you been like in your Tesla and all of a sudden itself driving it goes oh I don't actually know what's happening you take over and that's kind of the same thing but on a very complex you know you're working with a very complex customer you know in a support environment that is really the magic going forward you know how do we get these two and so that idea of the 50 50 I think that's definitely where we're going in sales in service in marketing in field service in the fundamental collaboration of our employees all of all of these pieces are going to have that kind of balance I don't know if you've reported since May on numbers related to this what I had down was 8,000 deals and generating over a hundred million in ARR for agent force I don't know if there's newer numbers out there if that's the latest well you'll you'll hear those when his what I had down was 8,000 deals and generating over a hundred million in ARR for agent force I don't know if there's newer numbers out there if that's the latest well you'll you'll hear those when we do earnings next okay great okay so so earnings well wait and baited breath for that I assume they're higher than they were in the past what what was counterintuitive or as this has ramped up what's been unexpected in the response of actually seeing this out in the wild and in production well you can see that our AI and data product line is the fastest growing product line we've ever had it's you know the it's over a billion dollars now and all that is been a huge shock that we've been all the scale it is fast I mean we've seen the these great startup companies like Databricks and snowflake you know we've been investors in both of those companies we help bring snowflake public or investors and Databricks as well and you know and then you know we look at other companies that are doing data foundations or data foundries and others it's like wow this is a big category these companies are all like three to four billion dollars in revenue and now all of a sudden well we're a billion dol lars and we're fast tracking the two billion in revenue on that product so that's very exciting I think that that idea that the data foundation product line that data cloud the you could even say agent force at some level though I wouldn't put it at that stratification mule soft which also provides the integration capabilities as well as in Formatica which you know as we've announced we're going to acquire as part of our data foundation and getting all of that working to really get our customers to harmonize all their data because if you don't have that data together you can't have the accuracy with the AI but this is really a huge category for customers and I think that this category will radically expand or it has been expanding will continue to expand for us and you guys not closed in Formatica yet these big regulators man it's uh it's crazy how long these deals take to close I guess you've never acquired a company for not at whatever your guys valuation is we've got quite a few acquisitions I think maybe more than 60 so I'll just tell you that you know we'll just let everyone work at their own pace yes yes I uh that's very diplomatic of you a lot of respect for everyone they're a lot of hard workers yes yes exactly I uh that's very diplomatic they talk about a place we could use of agents I guess um I guess one of the things we touched on last time that I'm very curious about is like the the per seat pricing which you guys were a pioneer in and then the shift the more agentic pricing I guess any updated observations thoughts perspectives on like what's going to be maybe cannibalistic as you don't need as many seats to do it but might increase overall dollars that a customer spends how do you think about that now with a little bit more data I've been on the road for two months with customers and so I'm just back now in my office so you know my view of that really continues to evolve which is of course we had per seat pricing we've always had been on the road for two months with customers and so I'm just back now in my office so you know my view of that really continues to evolve which is of course we had per seat pricing we've always had consumption pricing also which is like we saw in our commerce cloud or even on email or our data cloud is consumption pricing per seat pricing is like the sales cloud the service cloud slack even see per seat pricing like on chat GPT the you mentioned or you know these kinds of products um so per seat pricing consumption pricing and then conversational pricing or this kind of idea that maybe you have a certain amount of conversations or certain kind of flex credits and one more category which is customers want kind of the ability to buy all of it is one big package way more aggressively than I realized they want kind of a complete uh agentic enterprise license agreement every company is really on a path to become an agentic enterprise I've articulated us as customer zero like I gave you the story now of service and sales or what I'm doing in Slack where I have a dozen agents and I'm renewing customers you know nine months ago I had no agents deployed in my company when we talked before you know now I have lots of agents and I think every company is going when they see what we've done and when you get to dream force and see my keynote I'm going to have a 12 fortune 100 companies there you know all showing you how to build an agentic enterprise different shapes and sizes different ways to do it ranging from visor to FedEx to open AI and thropic they're all going to be a dream force really showing customers how to do that that's October you know uh 14 through 16th in San Francisco and I think that will be a very critical thing that I don't just articulate hey here's our great new product here's like I said the new ITSM product or this new product or that new product but here is customers being successful becoming agentic enterprises last year we're just talking about agent force you know we've talked about that here's agent force you can deploy this go now we're saying no actually this is a huge enterprise transformation for you and in every category we're going to transform that function and we've had to rebuild every single one of our products to not only be the application layer where you're creating reading updating to leaving the data but also working hard hand in hand with the agents as well and that is I think really exciting I think for a lot of customers they haven't been able to see it yet and they want to see what other customers are doing and how to make it work and how to deploy it and that I think will be you know probably my greatest pleasure dream forces to see customers show other customers how they're doing you mentioned OpenAI and Anthropic there and we touched on a little bit of the scaling elements of the model today I'm sure you get to see a lot of stuff in preview or get to have conversations that a lot of people aren't privy to do you think we're increasingly moving to like an absorption and digestion phase where we just try to take a…

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