Palantir, Intuit, Adobe, Autodesk, Salesforce can’t show investors the money from AI

Adobe 10-Q, Q3 FY2025: “…there can be no assurance that our new or enhanced products and AI innovations will be successful, adopted or monetizable…”

Intuit 10-Q, quarter ended Oct 31, 2025: “…such endeavors may involve significant risks and uncertainties… expenses associated with the initiatives, inadequate return on investments…”

Autodesk 10-Q, period ended Oct 31, 2025: “…implementation of these and any other initiatives may not achieve our expected benefits…and the estimated cost savings may be lower than we have forecasted.”

Palantir 10-Q, quarter ended Sept 30, 2025: “…we have made and may continue to make strategic investments…If customers do not widely adopt our new platforms…we may not be able to realize a return on our investment…”

Salesforce executives say trust in LLMs has declined: “All of us were more confident about large language models a year ago,” said Sanjna Parulekar, Senior Vice President of Product Marketing, acknowledging that trust in AI models has declined over the past year. The company is now emphasizing that Agentforce can help “eliminate the inherent randomness of large language models.”