“Salesforce’s strategic pivot toward headless APIs, suggesting that user interfaces no longer provide competitive advantages in an agentic future.”
Salesforce ripping out its own UI is the loudest possible signal that the agent era is real for enterprise SaaS. The pitch is that data models and compliance logic are the new moat. The buried question is what happens to the per-seat licensing model when no humans log in. That is the trillion dollar problem nobody on the earnings call wants to answer.