Agentforce still books no revenue, LinkedIn hits the brakes on AI posts, Apple trims teams
Salesforce partners still see no bookings from Agentforce. LinkedIn's AI-content complaint button drew more than a million clicks, and Apple cut more than 200 jobs across Vision Pro and Siri.
Artificial Intelligence··Morning
Agentforce interest is not turning into bookings
In the TD Cowen survey cited by The Register, none of Salesforce's partners across the United States, Europe, and Asia said Agentforce had become a driver of bookings activity. 56 percent reported interest but said projects needed time to mature, 33 percent saw early buying and trial activity, and 11 percent saw little near-term interest. As the share of partners meeting or beating targets across Salesforce's portfolio fell from 43 percent in the prior quarter to one third, Marc Benioff's statement that annual recurring revenue is now above $1 billion has not yet changed the partner picture.[1]
LinkedIn is suppressing AI-content flow with user signals
LinkedIn's AI-slop complaint button, added on July 30, has drawn more than a million clicks, and views of the posts the company classifies that way are down 40 percent within a few weeks. The button lives in the three-dot menu on a post, and new classifiers alongside it are separating generative AI material more visibly in the feed. The platform is also telling authors that some members thought a post looked AI-generated, a move that follows Pangram's finding that 41 percent of LinkedIn's longform posts looked fully AI-generated.[2]
Apple cuts staff around costly hardware and a delayed assistant
According to Bloomberg reporting cited by The Verge, Apple is largely shutting down a Vision Pro gaming team, shrinking its immersive-content unit, and making cuts on the Siri side in the same wave, for a total of more than 200 jobs. Vision Pro launched in early 2024 at 3,499 dollars and has not reached mass traction. The company is said to be working on a slimmer, lighter headset while preparing the AI-powered Siri introduced at this year's WWDC for a public beta later this year; today's cuts show both lines moving forward under tighter resource allocation.[3]
