Video summary
The speaker argues that the artificial intelligence sector is far from its peak and remains in an early stage of development, contrary to warnings from prominent investors like Michael Burry. While many focus solely on chip and memory stocks, the true potential lies in applications that drive business efficiency by maximizing value with minimal input. The video highlights a specific company addressing this need through AI sales agents that operate continuously around the clock, unlike human representatives who are limited by working hours and language barriers. These AI agents can communicate in over 32 languages simultaneously, ensuring that no lead is missed due to time zone differences or after-hours inquiries, thereby capturing revenue opportunities that traditional workflows often fail to secure.
This particular company, identified as Sales Closer with tickers SCAI in Canada and SCTLF in the United States, specializes in automating revenue generation through conversational AI that engages prospects throughout the entire sales lifecycle. The platform enables real-time, personalized interactions across voice, video, and digital channels, handling tasks such as lead qualification, product demonstrations, and follow-ups without increasing headcount. By bridging the gap between customer intent and actual conversation, the technology solves the critical problem of lost deals caused by delays in human response times. The market opportunity is significant, with projections indicating that the global sales and marketing software market will nearly double from $58 billion in 2025 to approximately $98 billion by 2032, driven by the shift of AI agents from experimental tools to core revenue infrastructure.
Financially, the company has demonstrated strong growth, reporting a 90% year-over-year revenue increase in fiscal Q3 '26 to reach about $370,000, with gross margins hovering around 71-72%. The business has achieved global diversification, splitting its revenue evenly between US and international markets including Canada and the UK. Recent developments include strategic deployments in the Latin American insurance sector, a hospitality initiative at a major North American resort, and partnerships in the wellness industry across the Middle East and Asia. Furthermore, the company has secured intellectual property protection with ten US patent applications, three of which are granted, specifically covering hybrid session management that allows users to seamlessly switch between text chat, voice calls, and visual avatars without losing conversational context.
Despite the excitement surrounding these technological advancements and financial metrics, the speaker emphasizes that investing in AI carries inherent risks and does not guarantee immediate massive gains for every stock. The core value proposition remains the solution to real-world problems where businesses are constrained by human capacity and the demand for instant engagement has become the new standard. As companies like this one begin closing key deals and integrating their AI agents alongside existing sales development representatives, they are setting a new industry norm for efficiency and scalability. Investors are encouraged to add such companies to their watch lists as part of a broader strategy that looks beyond hardware to the deep layers of software applications driving the next wave of economic growth in the AI trade.
Read the full video transcript
So, I've been saying for a while now,
guys, the AI trade is far from over.
We're probably in the third, fourth
inning, maybe even earlier than that,
right? In fact, I've been doubling down
on a lot of investments in the AI space
as a lot of these stocks have seen
weakness, and they're actually already
starting to rebound. And listen, AI is
all about efficiency, as we know, making
things easier, making, you know,
businesses way more efficient. They're
able to produce way more value with less
input, right? That's kind of the idea um
with AI, part of the idea. And there's
this company that I've been watching,
tracking very closely recently, and
they're doing exactly that, making
businesses way more efficient. And they
have to do with this company, AI sales
agents. Think about it. These, you know,
sales representatives for a lot of
businesses, right? They cost 80 to
120,000 dollars per year per person,
right? And often times, listen, they
speak one, two languages
if that, you know, they work eight hours
a day, which, I mean, listen, humans can
only work so much, but the thing is with
AI, guys, AI works nonstop, 24/7, right?
You know, this company produces AI sales
agents that actually speak over 32
different languages. It's a game
changer. And like I said, guys, I
genuinely believe we're in the early
stages of this trade, even though people
like Michael Burry, the media, a lot of
other big investors are trying to spook
you out of this trade. I think there's a
lot more room to go, and the AI trade is
very deep. It's not just, oh, you know,
chip stocks, memory stocks. It goes a
lot deeper than that. So, let's dive
into this company I'm watching now, like
I said, very closely. I've been diving
deeper into them. Let's go. So, the
company's called Salesforce AI, ticker
SCAI in Canada and SCTLF in the United
States and this video is made on their
behalf and they're an AI software
company focused on automating and
scaling revenue generation through
conversational AI. Again, the AI trade
goes a lot deeper than oh, the chips,
oh, memory stocks. It goes a lot deeper
than that, right? Businesses are
actually using AI to make everyday life
a lot more efficient for, you know,
personal use. That's a whole 'nother
topic, but obviously for businesses
themselves. And this company's platform
enables businesses to deploy AI-powered
virtual sales agents, right? That engage
prospects and customers across the sales
life cycle. And another thing worth
mentioning here, guys, when you have
humans running sales, right? Handling
leads, think about it. They only work 8
hours a day, like I said before, right?
So, let's say a lead comes in after
hours, maybe they're at home doing
whatever, right? They might miss that
lead. They might not answer till the
next morning and that, you know, that
lead might go to a competitor, some
other business, you know? So, that's a
lost revenue
for that business, you know what I mean?
So, if you have these 24/7
agents, they can handle calls, they can
handle everything around the clock.
That's the key here. And Sales Closers
agents conduct real-time personalized
interactions across voice, video, and
digital channels including lead
qualification, product demonstrations,
follow-ups, and meeting scheduling. And
by augmenting core sales functions, the
platform helps organizations increase
capacity, accelerate pipeline velocity,
and improve conversion rates without a
corresponding increase in head count.
And like we touched upon a second ago,
right? 30 seconds ago, the real problem
here is missed sales. Companies do not
lose deals because they lack the tools,
right? They lose deals because they miss
moments. And revenue is lost in the gaps
between intent and conversation. And
that's where AI, and in this case,
Salesforce product comes into play. And
Salesforce main vision here is
autonomous sales execution, right? Sales
is no longer limited by head count or
time zones or language barriers, right?
That's That's the key with AI. And every
lead receives immediate, consistent
execution. And AI owns the work until a
real sales conversation is complete. And
guys, the market opportunity here is
hard to ignore, right? AI agents are
shifting from experimentation to core
revenue infrastructure. And Sales Closer
captures and defines the execution layer
inside this expanding market. And we can
see here 44%
market growth rate. That's the CAGR by
2032. That's expected, right? We can see
as of 2025, the global sales and
marketing software market is 58 billion.
It was 58 billion dollars. And it's
projected to hit almost 100 billion
dollars, 98 billion dollars, um to be
exact. And again, this is a projection.
Um that's the projected AI agents market
by 2032.
And it all comes back to revenue teams
being constrained, right? They're
constrained right now. Inbound demands
exceed human capacity, right? SDR
scaling, sales development
representative scaling is expensive and
inefficient. Again, we're seeing some of
these, you know, costing 80 to 120,000
dollars,
um you know, for some of these SDRs and
delays directly reduce conversion, like
we talked about. And listen, guys, in
this world that we're living in where
everything's instant, you know, you
expect responses immediately, you know,
gone are the days where, you know, you
can go home, shut, you know, shut your
office office door, and worry about it
tomorrow. Everything is, you know, the
world's connected non-stop, 24/7. So,
buyers expect instant engagement, you
know, when they inquire about something
from your business, whatever may be,
they want something immediately, right?
That is the new standard at this point
in time, and conversion depends on
real-time interaction, and traditional
workflows just cannot keep up. And I'm
not saying businesses are going to
completely get rid of, um, you know,
their sales development representatives.
That's not the case. I mean, there's
going to be humans in every business in
the sales department, obviously, right?
But, using your agents alongside of
these these AI agents alongside of the
SDRs, that is going to be the new
standard, and businesses are finally
starting to catch on. They have been.
Now, listen, guys, SalesLoft is not some
concept AI company with no revenues,
right? They're actually making money on
the top line right now. They grew
revenue 90% year-over-year in fiscal Q3
'26 to about 370K,
$370,000,
and that grew 235%
year-over-year on a 9-month basis to
$1.12 million
with a gross margin of about 71%
in the quarter, and 72.6%
for the 9-month
period. And the CEO of the company said
Q3 fiscal '26 was their full first
quarter operating as a stand-alone
public company and they saw continued
progress against the trajectory that
they set at the listing. And as of right
now, the United States customers
represent approximately 50% of Q3 fiscal
2026 revenue with international
customers including Canada, the UK, and
other customers or markets rather,
accounting for approximately the other
50% reflecting the company's continued
global revenue mix. That's key. And as
of June 30th, 2026, they had about $3.8
million of cash on the balance sheet
with total liabilities of around
$800,000.
And we got some key business
developments in that last earnings
report, guys. On May 29th, 2026, the
company began deploying its
conversational AI platform with a Latin
American operating unit of global life
insurance conglomerate intended to
support life insurance customer
engagement and onboarding workflows.
Very key here, guys. Again, it's all
about efficiency. And on June 5th, 2026,
the company announced its first
hospitality deployment at a 270-room
North American beachfront resort
property affiliated with one of the
largest hotel companies globally
applying its AI voice agents to
after-hours room service intake through
a direct integration with the property's
Oracle Hospitality point of sale
platform. And on top of that, July 27th,
the company announced an engagement with
Zenox Solutions, right? A software
provider serving the wellness, spa, and
resort sectors to support Zenox's
international business development
activities across the Middle East and
Asia. And listen to this, Sales Closer
also filed a new US patent application
covering hybrid session management
across text, voice, and avatar channels.
The application describes a method for
preserving full conversational context
across modalities within a single
session allowing a sales closer AI agent
essentially to retain everything
discussed regardless of which channel a
prospect is using at any given moment. I
mean, this is this is big, guys. In
practice, the technology allows a
prospect to begin a conversation with a
sales closer AI agent through text to
chat on a website, continue that same
conversation by voice, and engage
further through a visual avatar all
without repeating information or losing
continuity. That's it's so key, guys.
And the agent carries the full context
of this interaction, the interaction,
right? With it as the prospect moves
across channels. And the capability
covered by the new filing is already
deployed and in active use within the
sales closer platform, and users can
currently interact with a single AI
agent across text chat, voice, and
visual avatars within one continuous
session with conversation context
maintained throughout. And this filing
brings sales closer's US patent
portfolio to 10 applications, three of
which have been granted, where earlier
filings address capability within
individual channels including
conversational flow editing and
voicemail and IVR detection, this filing
is intended to extend that coverage,
right, to the connective layer between
channels. The continuity of a single
session as a user moves across
modalities. That's a major problem
um that they're trying to solve right
now.
They have the patents filed. This is big
news. So, I'm excited about this
company, guys. And again, it's, you
know, the the AI trade is so deep. Like
I've said throughout this video, like
I've said in many of my videos, it's not
about chips only. It goes a lot deeper
than that. And this is just one of the
layers of the AI trade that I think, you
know, there there's a lot of potential.
And I'm not saying the stock's going to
go to the moon or, you know, all stocks
are going to go up. Obviously, there's
risk. We don't know what's happen, but
these businesses are solving real-life
problems. And this company here is
closing some key deals, like we covered
um in this video. And I'm excited about
it. I'm watching them very closely.
Again, the company trades in Canada
under ticker SCAI and in the United
States under ticker SCLTF.
Add them to your watch list. And full
disclosure, guys, I'm not a financial
advisor. Currently, I own zero shares of
the stock, um which is subject to
change, of course. All of you guys in my
Patreon, you get all my trade alerts, my
buys, all my, you know, portfolio
updates. So, you'll see what trades I do
make. Check it out. Link down below.
Shameless plug. Uh but yeah, I'm excited
about Sales Closer. So, what do you guys
think? I mean, the markets have been
nuts, man. Let me know in the comments.
Hit the like button. Make sure to
subscribe. Do all that good stuff. And
uh yeah, I'll catch you guys in the next
video. I appreciate you all for tuning
in as always. Cheers. Got my good old
coffee here. As always, guys, I'll see
you in the next video.