Cramer's Morning Take: Salesforce 9/18/24
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 18 September 2024
⏱️ 3 minutes
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| 0:00.0 | I'm Jim Kramer and you're about to hear a sample taken directly from today's |
| 0:06.5 | CBC Investing Club morning meeting. |
| 0:09.0 | But I want to get to Salesforce because you had Benny Off on last night talking about the |
| 0:16.8 | AI agents that they're unveiling in a new partnership with Nvidia. |
| 0:25.7 | Yeah, look, let's cut to the chase here. I think that the idea that the stock is down are from people who don't know what they're doing because what Mark has done is create this |
| 0:29.8 | thing called agent. It's based with Nvidia where you basically can ask the agent anything. |
| 0:35.3 | The agent has can offer agency can then therefore think |
| 0:39.8 | and say who should be really handling this call what will you do you give me a real long set of |
| 0:45.2 | messages it memorizes it speaks to you in a way that makes you feel uh that you're a real person |
| 0:51.8 | that you're being acknowledged by a company otherwise wouldn't you wouldn't acknowledge you and i think that this're a real person, that you're being acknowledged by a company that otherwise wouldn't you, |
| 0:56.0 | wouldn't acknowledge you? |
| 0:57.1 | And I think that this was a very significant product. |
| 1:00.0 | And I think that Chenson Wong felt the same way. |
| 1:03.2 | Because he kept talking about it in their one-on-one fireside chat. |
| 1:07.0 | He kept saying, look, there's going to be billions and billions of these. |
| 1:10.8 | And that's what you need because you got that $2 per share query, Jeff, that might come into play. |
| 1:17.2 | Yeah, and moving to a query-based model kind of pushes back against the worries that some have had about the seat-based model and decline as AI causes some, you know, |
| 1:30.6 | workforces become more efficient, more productive, have less employees. Some of the use cases |
| 1:36.6 | I want to briefly talk about within this collaboration with NVIDIA, talking about crisis management. |
| 1:42.7 | If you have a product recall or service outage, |
| 1:45.5 | one of these AI agents can handle the high volumes of customer inquiries, real-time weather |
| 1:50.8 | impact for travel and logistics, real-time customer support resolution as well. |
... |
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