Salesforce's Token Delusion, Anthropic's Lock-In, Cursor's $29B Bet, & OpenAI's Consumer Blind Spot
Benioff brags about small numbers, Claude Code comes to Slack, Cursor raises billions while relying on Anthropic's engine, and OpenAI chases enterprise deals while Google eats their consumer lunch
Salesforce Is Delusional About Token Processing
Marc Benioff bragged that Salesforce processed 3.2 trillion tokens last quarter, calling it proof of “real enterprise adoption of agentic AI at scale globally.”
The market responded with memes, this one courtesy of Ethan Ding.
Because 3.2 trillion tokens isn’t that big.
OpenAI processes 8.6 trillion tokens per…