Salesforce laid off 86 employees working on its Agentforce AI product just weeks after announcing the product had hit $1.2 billion in annual revenue—the company's third round of cuts in nine months. The timing highlights a contradiction: CEO Marc Benioff recently claimed AI was boosting engineering output without adding headcount, yet the company is simultaneously cutting teams building its flagship AI offering. This suggests Salesforce may be consolidating its AI workforce or struggling with unit economics despite the headline revenue figure—a pattern that has spooked investors about whether AI revenue translates to sustainable business models when layoffs are happening in parallel.