Salesforce's Koa, built with Nvidia, is a specialized model designed to reason over CRM data inside Agentforce. At Dreamforce, CNBC found business leaders saying last year's models are enough.
In our view the combination points to a consequential shift. If enterprises value reliability and cost over frontier capability, specialized models trained on proprietary workflows could capture much of the value, and frontier labs would compete as suppliers rather than gatekeepers. Koa is not yet generally available, so this remains a thesis to test.
Source: SiliconANGLE