Cramer's Morning Take: Salesforce 9/18/24

Jim Cramer (0:02)

I'm Jim Cramer, and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting.

Jeff Marks (0:10)

But I want to get to Salesforce, because you had Benny off on last night, talking about the AI agents that they're unveiling in a new partnership with NVIDIA.

Jim Cramer (0:22)

Yeah, look, let's cut to the chase here. I think that the idea of this talk is down for people who don't know what they're doing, because what Mark has done is create this thing called Agent. It's based with NVIDIA, where you basically can ask the agent anything. The agent can offer agency, can then therefore think and say, who should we really handle this call? What will you do? You give it a real long set of messages. It memorizes it and speaks to you in a way that makes you feel that you're a real person, that you're being acknowledged by a company. Otherwise, wouldn't you, wouldn't acknowledge you? And I think that this was a very significant product. And I think that Jensen Wong felt the same way because he kept talking about it in their one-on-one fireside chat. He kept saying, look, there's going to be billions and billions of these. And that's what you need because you got that $2 per share query, Jeff, that might come into play.

Jeff Marks (1:17)

Yeah. And moving to a query-based model kind of pushes back against that, the worries that some have had about the seat-based model in decline as AI causes some, you know, workforces become more efficient, more productive, have less employees. Some of the use cases I want to briefly talk about in this collaboration with NVIDIA, talking about crisis management, if you have a product recall or service outage, one of these AI agents can handle the high volumes of customer inquiries, real-time weather impact for travel and logistics, real-time customer support resolution as well. So these are obviously all ways where, you know, maybe you have, you know, one person handling a bunch of calls. Instead, you have these agents that can work autonomously. So obviously, huge efficient gains there.

Jim Cramer (2:11)

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SPEAKER_3 (2:25)

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