The interface is fading, and AI agents are ready to run the show. On the latest episode of theCUBE Pod, theCUBE Research’s John Furrier and Dave Vellante break down Salesforce’s Agentforce gamble, the rise of headless experiences and why Data Cloud could become the context engine behind enterprise agents everywhere. Furrier points to survey data showing that fewer screens could mean more usage, more activity and a larger role for agents. Vellante follows the money to chips, data centers, CoreWeave and NeoCloud infrastructure, asking who ultimately owns the AI production stack as governance, pricing and a possible “SaaSpocalypse” loom ahead. Read more on the latest theCUBE Pod: https://siliconangle.com/2026/09/21/salesforce-dreamforce-nscale-thecubepod/ Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ New episodes every Friday. Subscribe for weekly tech analysis. Spotify: https://open.spotify.com/show/1hBxlS60EKqxohsOVoPrEI?si=6137bdf3d08f4355&nd=1 Apple Podcasts: https://podcasts.apple.com/us/podcast/thecube-podcast/id1674287308 YouTube: https://www.youtube.com/playlist?list=PLenh213llmcYe7nXWic9QsnHUD5fqbEwu 00:00 - Kickoff to Inspiration: Highlights from Dreamforce and Benioff's Vision 04:39 - The Role of AI and Agents 09:05 - Salesforce's Strategy and Future 13:39 - Data and Workflow in AI Era 18:52 - Infrastructure and Market Dynamics 24:56 - Specialized Models and Applications 27:56 - Salesforce's Growth and Opportunities 30:40 - Breaking News and IPOs 32:57 - Title: Navigating the Path Forward: Insights, Events, and Recommendations This Week in Enterprise: For AI agents, it’s the best of times, it’s the worst of times AI’s contradictions dominate the week. Industry leaders urge restraint, yet companies continue accelerating agent development. Salesforce and Splunk move ahead, while cybersecurity vendors introduce new safeguards against rogue systems. Congress remains stalled on regulation. Meanwhile, conflicting federal actions create more uncertainty for cryptocurrency and its future in regulated financial markets. Check it out: https://siliconangle.com/2026/09/18/for-ai-agents-its-the-best-of-times-its-the-worst-of-times/ Watch the full podcast below to find out why these industry pros were mentioned: Jim Kavanaugh, senior vice president and chief financial officer of IBM Jensen Huang, president, co-founder and CEO of Nvidia Marc Benioff, chair and CEO of Salesforce Inc. Dario Amodei, CEO of Anthropic George Kurtz, CEO of CrowdStrike Donald Trump, 45th and 47th president of the United States of America Xi Jinping, president of the People’s Republic of China Amit Eyal Govrin, founder and CEO of Kubiya Geoffrey Moore, principal at Geoffrey Moore Consulting Bret Taylor, chairman of the board at OpenAI George Gilbert, principal analyst at theCUBE Research Brian J. Baumann, founder of NYSE Wired and director of capital markets, technology at NYSE Sam Altman, co-founder and CEO of OpenAI Fidji Simo, advisor at OpenAI Sheryl Sandberg, former chief operating officer of Meta Sir Nicholas William Peter Clegg, British retired politician and media executive Elliot Schrage, former vice president, communications and public policy, at Facebook Juan Loaiza, executive vice president at Oracle Corp. Michael Dell, chairman and CEO of Dell Technologies Matt Baker, managing director at Deloitte Digital Jeff Clarke, chief operating officer and vice chairman of Dell Technologies Travis Vigil, senior vice president of product management at Dell Matt Garman, CEO of Amazon Web Services Gordon Moore, American businessman and engineer #theCUBE #theCUBEPod #theCUBEresearch #Dreamforce #Salesforce #Agentforce #AIInfrastructure