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[ARTICLE · art-46865] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=↓ negative

How AI's threat to Salesforce, Microsoft is 'akin to the iPhone'

Bianco Research president Jim Bianco warned that AI adoption poses an existential threat to software giants Salesforce and Microsoft, comparing the disruption to the iPhone's impact on the mobile industry. The shift could fundamentally alter the competitive landscape for enterprise software.

read1 min views1 publishedJul 1, 2026
How AI's threat to Salesforce, Microsoft is 'akin to the iPhone'
Image: Ca (auto-discovered)

How AI's threat to Salesforce, Microsoft is 'akin to the iPhone' Yahoo Finance Video and Brian Sozzi Wed, July 1, 2026 at 4:55 p.m. GMT+2 MSFT GOOGL Bianco Research president Jim Bianco explains exactly how software names like Salesforce (CRM) and Microsoft (MSFT) are being threatened by AI adoption. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings

source & further reading
ca.finance.yahoo.com — original article Meta to reportedly rent out excess AI compute, joining the ranks of Amazon & Microsoft Trump admin. lifts export controls on Anthropic's AI models: What to know Neon picks up Sam Altman biopic after being dropped by Amazon MGM
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