Salesforce just told its customers they never need to open Salesforce again

Strip out the superlatives and there's something worth sitting with. For twenty-five years the thing you bought from Salesforce was the screen, the pipeline view, the fields, the reports, the discipline of making people go there. Salesforce has now decided the screen isn't the asset. The asset is the data, the business rules and the permission model underneath it, and it's willing to let a competitor's chat window be the front door as long as every action still routes through its rules engine. If you build software, that's the clearest signal yet on where value sits: your interface is not your moat. Anyone with a decent MCP server can put your product inside someone else's assistant next quarter. What survives is the thing an agent can't improvise; your data model, your business logic, and the governance deciding who may change what. If your product is mostly a nice front end over a database, that is now a short position. If you buy software, the renewal question changes shape: you're no longer asking whose dashboard your team prefers, you're asking whose permission model you'll let an agent act through. The seat licence stops being the unit of value; the governed action does. Honest caveat: this is pilot-only, sales-only, 37 skills against an entire revenue cycle. A direction of travel, not a finished product.