Salesforce Tanks, Roblox Leans Into TikTok Format, Snapchat AI Lenses

Salesforce's fiscal second-quarter report showed revenue up 9.8% year over year and a record 34.3% adjusted operating margin. Shares still fell nearly 6% after the company forecast roughly 9% growth in contracted revenue for the current quarter.

The stock is now down about 25% in 2025, the worst performance among tech firms worth more than $100 billion. Management says more than 6,000 customers pay for its Agentforce AI service, but single-digit topline growth suggests limited monetization so far.

Salesforce’s stumble dragged the wider cloud cohort lower, hitting names like GitLab, Figma, and C3.ai on the same trading day. Analysts say investor confidence will stay muted until AI offerings visibly restore the company’s double-digit growth profile.

On Saturday the independent Oakland Ballers will play a regular-season game with all in-game decisions made by an AI system, something no professional sports team has done before. Manager Aaron Miles steps aside while the software sets the lineup, calls pitching changes, and positions fielders.

Los Angeles firm Distillery built the cross-platform program in just two weeks, feeding it live stats, historical performance, matchup data, and weather inputs. The club excludes baserunning calls but lets the AI handle every other tactical move.

CEO Paul Freedman frames the one-game trial as a fan-engagement experiment, not a threat to human managers. The team plans to stream the AI’s real-time recommendations next season so spectators can measure machine logic against Miles’s instincts.

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Roblox unveils “Roblox Moments” beta, a short-form gameplay video feed for users 13 and older to capture, edit, and share 30-second clips. The company also raises its DevEx rate, letting creators earn 8.5% more as 100,000 Robux now converts to $380.

Users can scroll the feed, react with emojis, and launch directly into the featured game, while all videos undergo pre-publication moderation. Roblox will open APIs later this year so creators can embed trending clips and leaderboards inside their own games.

Roblox says average revenue for a top-1000 developer is now almost $1 million, up 2.9x since 2020, underscoring the stakes of nurturing its creator base. The feature rollout coincides with the company’s expanded age-estimation tech and ongoing child-safety lawsuits, keeping moderation and appropriateness in sharp focus.

Snapchat launches Imagine Lens that lets users create and edit images through text prompts using generative AI. The feature is restricted to Snapchat+ Platinum and Lens+ subscribers.

Users can craft images with custom or pre-loaded prompts and share them across Snapchat or externally. The Lens appears at the front of the Lens Carousel and is tied to subscriptions costing $15.99 per month for Platinum or $8.99 per month for Lens+.

The tool is Snapchat’s first open-prompt image-generation Lens, moving beyond its prior preset AI effects. It follows the company’s recent AI model reveal and the Lens Studio rollout, signaling a deeper integration of AI into its AR ecosystem.

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Australia’s eSafety Commissioner issues rules mandating age-verification for websites and AI services that host pornography or other high-impact material. The move follows her declaration that chatbots capable of encouraging suicide or sexual content pose a “clear and present danger” to children.

The law starts in December and covers Facebook, Instagram, YouTube, gaming platforms, and any AI applications distributed through app stores. Violators face fines up to A$50 million and app stores must block downloads unless age-assurance measures are in place.

By forcing sweeping age checks, Australia extends its aggressive stance that already includes a world-first social media ban for under-16s. The regulator cites reports of 10-year-olds engaging in sexual conversations with chatbots as evidence that the industry’s self-policing has failed.