CRM

Tom Lee
2026-09-02 01:36:07

Morning Brief: Tom Lee Says Institutions Betting on Q4 Rally; Former SEC, CFTC Officials Urge Regulatory Easing for Crypto Perpetual Futures

Tom Lee predicts Bitcoin could reach $150,000 as institutions buy crypto stocks, calling current rally just the first wave. Former SEC and CFTC officials co-signed a letter urging risk-calibrated regulation to attract offshore perpetual futures back to the U.S. Bitfinex Securities lists 5 tokenized notes linked to Strategy and other Bitcoin reserve companies. 21 global financial institutions commit to forming a joint stablecoin company targeting 2027 launch. Other key stories: OSL Group revenue up 65.8%, Kraken parent partners with LSE to tokenize 100 UK stocks, Fed's Barr warns of rate hikes if inflation persists, Singapore MAS consults on stablecoin regulation, Thai SEC proposes allowing retail to trade overseas crypto derivatives, and more.

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Morning Brief: Tom Lee Says Institutions Betting on Q4 Rally; Former SEC, CFTC Officials Urge Regulatory Easing for Crypto Perpetual Futures
AI
2026-09-01 04:27:30

VC Says Access, Not Price, Is the New Scarcity as Frontier AI Splits Into Closed Camps

In a post on X, venture capitalist Tomasz Tunguz said the frontier AI market is splitting into closed camps, with labs choosing partners, cutting off rivals and rationing access to top models. He pointed to recent moves across partnerships, API cutoffs and model rationing as evidence. Salesforce has tapped Anthropic as its dedicated AI partner, making Claude the default model in the world's largest CRM and Slack. OpenAI cut Cursor's API access on Nov. 12 after SpaceX acquired Cursor. Z.ai has put its flagship model behind the security review of a host with cumulative revenue over $10 billion. Anthropic is rationing Mythos 5 via Project Glasswing and restricting Fable to U.S.-only inference. OpenAI is giving trusted partners early access to GPT-5.6 variants. On the investment side, Nvidia is backing open ecosystems with $13 billion for Hugging Face, $7 billion for Poolside and $26 billion for Nemotron. Tunguz argues that access, not price, is the new scarcity in frontier AI.

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VC Says Access, Not Price, Is the New Scarcity as Frontier AI Splits Into Closed Camps
Hyperliquid
2026-08-31 00:07:11

Anthropic share frenzy offers a stress test for Hyperliquid’s HIP-3 perpetual markets

A surge in demand for Anthropic private shares has become a useful lens for examining Hyperliquid’s HIP-3 market for pre-IPO perpetuals. The piece traces how Jesse Leimgruber’s experience fielding buyers for his Anthropic stake fed into a broader discussion about synthetic exposure to private companies, especially on platforms such as Ventuals, trade.xyz, and Entropy. HIP-3 lets anyone launch a perpetual DEX on Hyperliquid, but only after posting $40 million in collateral, creating a high barrier for builders and a distinct fee-sharing model tied to HYPE buybacks. The report compares three pricing approaches that have emerged on HIP-3. Ventuals mixed private-market valuations with its own order book and later ran into severe funding-rate distortions. trade.xyz ignored outside marks and relied only on internal 30-minute average prices, later becoming the dominant source of HIP-3 volume. Entropy, backed by a $14 million round led by Ribbit Capital, uses a hybrid oracle for its ANTH market, which tracks Anthropic’s implied market capitalization rather than a per-share price. The article also looks at SanDisk contract data, the limits of pricing private companies without a live spot market, and signs that regulated institutions may be adapting HIP-3 infrastructure in more permissioned forms.

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Anthropic share frenzy offers a stress test for Hyperliquid’s HIP-3 perpetual markets
Odaily
2026-08-27 13:47:57

Salesforce Extends Gain to 19%, Marks Biggest Jump Since August 2020

Salesforce shares extended their advance to 19%, with the stock quoted at $244.2 per share, according to data from MSX.COM. The move marked the company’s biggest gain since August 2020. The update was published by Odaily as a 7x24 newsflash and focused on the latest intraday price action in Salesforce, traded under ticker CRM.N. No additional market context or catalysts were provided in the source. The report cited only the latest percentage gain, the share price, and the comparison to the stock’s largest rise since August 2020.

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Salesforce Extends Gain to 19%, Marks Biggest Jump Since August 2020
Anthropic
2026-08-27 13:53:40

Anthropic and Salesforce unveil Claudeforce as Dario Amodei rejects “SaaSpocalypse” narrative

Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei used a CNBC interview with Jim Cramer to introduce Claudeforce, an expanded product tie-up that links Claude with Salesforce’s enterprise stack. The launch arrives as investors and software executives continue debating the so-called “SaaSpocalypse” thesis — the idea that frontier AI companies could wipe out traditional software vendors. Amodei pushed back directly, saying Anthropic has “no interest in destroying anyone” and arguing that AI should create a positive-sum market rather than a winner-take-all outcome. Benioff framed the partnership around complementary roles. In his description, Salesforce remains the deterministic system that handles data, governance, permissions, security rules and workflows, while Claude acts as a probabilistic system that understands language, reasons over information and interacts with users. The result, they argued, is not necessarily the replacement of enterprise software, but the rise of a new conversational operating layer on top of it. Anthropic also pointed to its own use of Salesforce, saying Claude can sit in front of Salesforce-managed customer data and answer business questions such as which major accounts are in play and where risks sit.

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Anthropic and Salesforce unveil Claudeforce as Dario Amodei rejects “SaaSpocalypse” narrative
Salesforce
2026-08-27 00:07:50

Salesforce jumps more than 12% after hours as earnings beat and Anthropic gain lifts results

Salesforce shares rose more than 12% in after-hours trading on Wednesday after the cloud software company reported quarterly results and guidance that came in ahead of Wall Street expectations. The company posted second-quarter revenue of $11.35 billion, slightly above market forecasts, and net profit of $3.53 billion, up 87% from a year earlier. Salesforce also said it booked a $2.6 billion strategic gain tied to its investment in artificial intelligence startup Anthropic. For the third quarter, the company forecast adjusted earnings per share of $3.42 to $3.44 on revenue of $11.42 billion to $11.5 billion, compared with analysts’ prior estimates of $3.38 per share and $11.41 billion in revenue. Salesforce also updated its full-year outlook, projecting earnings per share of $16.67 to $16.71 and revenue of $46.1 billion to $46.4 billion. Based on the midpoint of that range, the company said growth would be 11%.

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Salesforce jumps more than 12% after hours as earnings beat and Anthropic gain lifts results
Salesforce
2026-08-26 22:45:03

Salesforce tops expectations with $11.3 billion in Q2 revenue, shares jump more than 12% after hours

Salesforce reported results for the second quarter of fiscal 2026 that met or beat market expectations, sending its shares up more than 12% in after-hours trading. Revenue for the quarter reached $11.3 billion, up 11% from a year earlier, while adjusted earnings per share came in at $5.90. For the third quarter ending in October, the company projected revenue of $11.5 billion, slightly above market estimates, and said current remaining performance obligations are expected to grow 14%, ahead of the 13% average forecast. The company also used the earnings release to stress its positioning in AI. Salesforce said it is expanding its partnership with Anthropic, integrating more of its products into Claude so sales teams can access customer and sales-cycle information through the AI application. Finance executive Mike Spencer said the integration should lift compute usage across both platforms and help move customers toward higher-tier plans. Salesforce also raised its revenue outlook for Agentforce to about $1.5 billion this year, up from the prior $1.2 billion forecast, and said its earlier strategic investment in Anthropic has generated $2.6 billion in gains.

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Salesforce tops expectations with $11.3 billion in Q2 revenue, shares jump more than 12% after hours
artificial in
2026-08-26 07:09:47

Proshort.ai, founded by former Uber AI lead, rolls out assistant for live sales-call coaching

Proshort.ai, a startup founded by a former head of AI at Uber, has launched an AI assistant built for sales teams. According to Techub, citing Tech in Asia, the product can listen to sales calls in real time, turn conversations into live coaching suggestions, and automatically update customer relationship management, or CRM, systems. The assistant also scores the sales team’s skill performance. The report did not disclose more details about the product’s rollout, pricing, or customer base. The announcement centers on the tool’s ability to support reps during calls while also handling follow-up recordkeeping inside CRM software. In addition to real-time guidance, the scoring function is designed to evaluate how sales staff perform during conversations. No further information was provided in the source material.

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Proshort.ai, founded by former Uber AI lead, rolls out assistant for live sales-call coaching