You are indeed correct according to my opinion. Salesforce went too deep into BlockChain and BigData and probably never recovered from the sunk costs. But to stay relevant they again need to risk another bet but also need to conserve(death by a thousand cuts and all) so they layoff while jumping on AI bandwagon. And how fortunate it is that LLM sellers tout productivity gain(zero backing data but hey) as a benefit, so it also falsely support their failure as a success.