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SalesforcePartnership

SaaS Companies: Don’t Underestimate Your Moat

What happened

Salesforce expanded its partnership with Formula 1 in March 2026 to introduce a new AI-powered fan companion agent.

Source

forbes.comSep 23, 2026By Srinivas Velamoor, Forbes Councils Member

SaaS Companies: Don’t Underestimate Your Moat - Or Your Alligators

Article excerpt

By Srinivas Velamoor, Forbes Councils Member. Srinivas Velamoor, President & CEO NextGen Healthcare. Over the past two decades, software-as-a-service companies have built some of the world’s most valuable technology franchises. In 2009, Salesforce made history as the first cloud computing company to achieve $1 billion in annual revenue. This was hailed as a victory for all software-as-a-service companies, which were emerging as industry darlings. By 2018, Salesforce would exceed $10 billion in annual revenue - further evidence that SaaS was king. Of course, all kingdoms are susceptible to invaders, and SaaS is no exception. Once artificial intelligence was everywhere with the 2022 introduction of ChatGPT, companies of all sizes and even aspiring entrepreneurs with no tech background suddenly had an unprecedented ability to build software quickly. Venture capital funding for AI startups exceeded $100 billion by 2024, and many of these newcomers are still shaking up the industry in meaningful ways. While it’s true that AI is reshaping software development and lowering barriers to entry, reports of SaaS’s demise are greatly exaggerated. Headlines that herald a “SaaS-Pocalypse” or ask “Is SaaS dead?” tell just one part of the story. The SaaS companies that are here to stay are the ones who have not forgotten the value of their “moat,” to borrow a term from investing’s...

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Extracted from this sentence

In March 2026, the company announced an expansion of its existing partnership with Formula 1 (F1) to introduce a new fan-companion AI agent that leverages years of data and industry expertise to enhance the experience for F1’s 827 million devotees worldwide.

Extracted by Autobound

From the Signal API record
Event
Partnership

What this signalsA new partnership often opens integration and co-selling work.

Product
fan-companion AI agent
Takes effect
Mar 1, 2026

Companies

  • Formula 1Partnerformula1.com

More partnership signals at other companies

The full record

From the Signal API record

Topics and mentions

Product tags

  • online technology
  • general technology
  • future tech
  • entertainment

Extraction

Confidence
90%
Detected
Sep 23, 2026
signal_type
news
signal_subtype
partners_with

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The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0a63aaab-604f-c4ac-dfde-e6dfe974ec65 returns this record as JSON. POST /v1/companies/enrich returns every signal for salesforce.com.

{
  "signal_id": "0a63aaab-604f-c4ac-dfde-e6dfe974ec65",
  "signal_type": "news",
  "signal_subtype": "partners_with",
  "detected_at": "2026-09-23T12:00:00+00:00",
  "company": {
    "name": "Salesforce",
    "domain": "salesforce.com"
  },
  "data": {
    "url": "https://www.forbes.com/councils/forbestechcouncil/2026/09/23/saas-companies-dont-underestimate-your-moat-or-your-alligators/",
    "title": "SaaS Companies: Don’t Underestimate Your Moat - Or Your Alligators",
    "author": "Srinivas Velamoor, Forbes Councils Member",
    "excerpt": "By Srinivas Velamoor , Forbes Councils Member. Srinivas Velamoor, President & CEO NextGen Healthcare . Over the past two decades, software-as-a-service companies have built some of the world’s most valuable technology franchises. In 2009 , Salesforce made history as the first cloud computing company to achieve $1 billion in annual revenue. This was hailed as a victory for all software-as-a-service companies, which were emerging as industry darlings. By 2018 , Salesforce would exceed $10 billion in annual revenue - further evidence that SaaS was king. Of course, all kingdoms are susceptible to invaders, and SaaS is no exception. Once artificial intelligence was everywhere with the 2022 introduction of ChatGPT, companies of all sizes and even aspiring entrepreneurs with no tech background suddenly had an unprecedented ability to build software quickly. Venture capital funding for AI startups exceeded $100 billion by 2024, and many of these newcomers are still shaking up the industry in meaningful ways. While it’s true that AI is reshaping software development and lowering barriers to entry, reports of SaaS’s demise are greatly exaggerated. Headlines that herald a “SaaS-Pocalypse” or ask “Is SaaS dead?” tell just one part of the story. The SaaS companies that are here to stay are the ones who have not forgotten the value of their “moat,” to borrow a term from investing’s...",
    "product": "fan-companion AI agent",
    "summary": "Salesforce expanded its partnership with Formula 1 in March 2026 to introduce a new AI-powered fan companion agent.",
    "planning": true,
    "image_url": "https://imageio.forbes.com/specials-images/imageserve/6ab2b239b3d659b3f6a7f399/0x0.jpg?format=jpg&height=900&width=1600&fit=bounds",
    "confidence": 0.9,
    "product_data": {
      "name": "fan-companion AI agent",
      "full_text": "a new fan-companion AI agent",
      "fuzzy_match": false
    },
    "product_tags": [
      "online_technology",
      "general_technology",
      "future_tech",
      "entertainment"
    ],
    "published_at": "2026-09-23T12:00:00Z",
    "effective_date": "2026-03-01",
    "article_sentence": "In March 2026, the company announced an expansion of its existing partnership with Formula 1 (F1) to introduce a new fan-companion AI agent that leverages years of data and industry expertise to enhance the experience for F1’s 827 million devotees worldwide.",
    "related_company_name": "Formula 1",
    "related_company_domain": "formula1.com"
  }
}

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