Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/4/25
13 snips
Dec 5, 2025 
Mark Benioff, the visionary co-founder and CEO of Salesforce, dives deep into the world of AI with his company's stunning new offering, AgentForce. He shares how integrated data and apps are crucial for enterprise AI success, arguing that it's not just about the large language models. Benioff also highlights the impressive adoption rates of AgentForce, revealing insights like the staggering 3.2 trillion tokens processed. This conversation uncovers the future of tech and data's role in shaping it, generating excitement for what's ahead.
AI Snips
Chapters
Transcript
Episode notes
Tech Is A Brutal Battleground
- Jim Cramer warns tech is in brutal "trench warfare" with winners and losers amid AI competition.
- He recommends shifting new money toward "boring" sectors that benefit from rate cuts like banks and transports.
Product Wins Don't Guarantee Calm Markets
- Jim highlights AWS, Salesforce, Meta and NVIDIA as examples of fierce, disruptive tech competition.
- He stresses that short-term stock reactions can be irrational despite strong product progress.
OpenAI's Lead Feels Precarious
- Jim calls OpenAI's position precarious after massive spending and rising competition from Google Gemini.
- He questions whether OpenAI can sustain the spending race to keep its lead.