JPM科技简报：Meta扎克“我们不会放缓”，SPCX轨道星舰下周发射，CRM梦想Force主题演讲分析

研报英文原文证据摘录

Specialist Sales

JPMORGAN

16 September 2026

A Paraphrased Zuck: ‘We’re Not Slowing Down’, SPCX Orbit Starship Next Week, CRM Dreamforce Keynote Analysis

JPM TECH SKETCH: META Zuck ‘We’re Not Slowing Down’,

SPCX Orbit Starship Next Week, CRM Dreamforce Keynote

Analysis

SCHILSKY’S SNAPSHOT

Welcome to Fed Day. Do you think Trump will tweet at Warsh assuming the Fed raises rates (as expected)?

A gentle reminder: AI alignment is not ‘free’. It requires significant compute resources to implement properly.

- META Zuckerberg: ‘We’re Not Slowing Down’: At least, that’s my paraphrased interpretation of what he said in the

following Tweet: “There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that

trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab

that doesn't focus on alignment will fall behind.” Also, META One Subscription Service Launches: META Press Release.

- SPCX Will Attempt to Orbit Starship Next Week: TechCrunch

- CRM Dreamforce Keynote – AIforce Launches with Claude: Samik attended Dreamforce and wrote about it in today’s

CRM Dreamforce Keynote – AIforce Launches with Claude: “Interestingly, management referenced the top end of the

$46.1-46.4B FY27 revenue guidance range issued in F2Q and +14% cRPO growth, while highlighting record-low attrition

and the longest contract durations in company history, and notably characterized next year as the point at which Salesforce

enters the $50 billion revenue range (JPMe FY28 revenue $50.6B), likely leaving the FY28 organic growth framing, the

Agentforce AOV cohort update, and any change to the $63B+/Rule of 50 framework to tomorrow's investor session.”

- JPM Research: ADSK University – Takeaways from the Field | CMCSA Raise Q3 BB Losses to -135K | WAY

Potentially Exploring Sale

- JPM Events: *NEW* Let’s Zoom Out! with JPM Tech Spec Sales Thursday September 17th at 8AM EST – with Mark

Schilsky, Josh Meyers, Scott Silver, Duncan Wagner and Zoe Xu REGISTER HERE

SMID Internet AMA (RBLX, ETSY, APP, DUOL, SHOP, TTWO, etc.) – with Bryan Smilek & Mark Schilsky

REPLAY IS HERE

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