Salesforce, every mention
773 scenes, the whole family · ← back to Salesforce
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every year anyone Harry Stebbings 511Jason Lemkin 180Marc Benioff 63Rory O'Driscoll 55Ariel Cohen 20Todd McKinnon 16Saam Motamedi 16Richard Socher 14Parker Conrad 14Jesse Zhang 12
Verbatim, from the transcripts: the passages where Salesforce comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 1:14:04 Rory O'Driscoll Yeah, no, I mean, crudely put, I mean, you're exactly right, is that, you know, Salesforce, the company is the dominant SaaS company. 2 times in the scene
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 9:16 Jean-Denis Greze Let me use the Salesforce agent. 2 times in the scene
- ▶ 10:53 Jean-Denis Greze Think of it as talking to your Lagor agent, or you just talk to your main agent, and it just, like, talks in the background to Lagor, or to Salesforce, or whatever it needs to to get things done.
- ▶ 1:10:36 Harry Stebbings So Mark Benioff said, at Salesforce, we spend three hundred million on Anthropic. 2 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 50:45 Harry Stebbings And then you've got Salesforce, Atlassian, and the much older ones.
- ▶ 53:36 Cliff Weitzman I think he started Google Maps, then he was CTO of Meta, then he was co-CEO of Salesforce, he's on the board of OpenAI, and now he founded Sierra. 2 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 29:01 Jason Lemkin Um, we just have to be very, we have to have, it's like, it's like, it's like how we run on Salesforce headless. 2 times in the scene
- ▶ 39:02 Rory O'Driscoll People working at Salesforce, Cisco, and people working at JP Morgan, including, you know, QA, all the rest, you've got about five hundred billion dollars a year of US labor spend, right?
- ▶ 54:46 Harry Stebbings Uh, there's Salesforce and Claude Force. 19 times in the scene
- ▶ 1:11:00 Jason Lemkin This is, and this is the same bet that Mark's making, which is a bolder bet at Salesforce than it is at clay or linear.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 0:38 Harry Stebbings 12 years working with the one and only Benioff at Salesforce.
- ▶ 9:10 Aaron Katz You know, I spent 12 years at Salesforce, and so I was kind of a student of Mark Benioff's playbook, and so many lessons learned through that experience, and this was a long time ago. 3 times in the scene
- ▶ 41:07 Aaron Katz I'm of two minds and I contradict myself constantly about this topic because I spent 12 years at Salesforce.
- ▶ 1:02:45 Aaron Katz Um, I mean, when Salesforce went public,
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:20:23 Harry Stebbings Would you be a buyer or a sell on Salesforce given that? 3 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 31:54 Jason Lemkin Then you hire a bunch of folks from Salesforce that walk in for the oligopical thing, and they put up a PowerPoint slide, and it's just us versus them.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 33:34 Rory O'Driscoll That SBC, stock-based company, Workday or Salesforce, that's real money that people are spending, so.
- ▶ 47:17 Jason Lemkin Just had enough of this Salesforce crap, right or wrong, right? 4 times in the scene
- ▶ 54:28 Jason Lemkin Now Salesforce is out there working their frigging tails off because they are a muchly open platform. 9 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 7:28 Jason Lemkin You know, if you believe these Gartner numbers, and I'm not at a big sales source event, they have all the data.
- ▶ 33:30 Harry Stebbings I like Emergence a lot, brilliant firm, but like, you know, they sold Salesforce reasonably early in the arc of the Salesforce value 2 times in the scene
- ▶ 1:22:07 Rory O'Driscoll What the Atlassian story says is the sale forces, the hub spots,
- ▶ 1:27:01 Jason Lemkin It would have taken 40 years to get competitive with Salesforce, right? 2 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 7:21 Rory O'Driscoll Well, 10 years ago, I might have used Airtable because it's way more configurable than Salesforce.
- ▶ 38:35 Rory O'Driscoll And one of the things we look at is just super interesting on the app level is the tokens as a percentage of total revenue, and it varies from, you know, the sales forces that we were in intercoms, stuff like that, where it's, you know,…
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 58:48 Harry Stebbings Do you think Salesforce will thrive in the next few years or be challenged? 2 times in the scene
- ▶ 59:29 Harry Stebbings I think if you're a service now, a Salesforce, incredibly difficult, incredibly hard.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:02:08 Rory O'Driscoll How do you think about owning something like ServiceNow or Salesforce?
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 10:09 Harry Stebbings Benioff from Salesforce said that he spends three hundred million a year on Anthropic, which works out to be about 3.8% of developer salaries if you average the salaries. 2 times in the scene
- ▶ 42:20 unnamed speaker So if you want to learn how to use something like Salesforce, you need a pretty high fidelity mock that acts exactly like Salesforce in your eval and training, and it's complicated to get this set up.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 36:47 Jason Lemkin Everyone thought you'd replace your sales source. 2 times in the scene
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 46:33 Harry Stebbings Mark Beningoff, one of your investors, I think in the new round, which obviously this will come out after the round, um, is announced, um, said that he spends, uh, about 3.8% of developer salaries at Salesforce on Anthropic and Claw Code.
- ▶ 1:15:08 Harry Stebbings You, you hired George Hu, uh, who was president of Salesforce.
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 45:54 Fred Turner Like we, we just recently canceled our Salesforce contract because we have an internal CRM that was built, you know, was vibe coded, that is working better, that is managing our process better, um, is more integrated into what we're doing. 4 times in the scene
- ▶ 48:22 Harry Stebbings Is it all, like, legacy software like Salesforce, though?
- ▶ 1:01:04 Harry Stebbings You mentioned Salesforce.
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 25:39 Jason Lemkin I'll graduate to Figma when I'm bigger or, and this is where Salesforce is at risk. 3 times in the scene
- ▶ 32:41 Rory O'Driscoll Like, Salesforce could comfortably pay 10% of its revenue for
- ▶ 1:18:49 Rory O'Driscoll The interesting thing is, can Constellation, like at three X revenues, it's probably, I don't know, it's probably trading at, ah, yeah, I don't, um, well, 12, 13 X cash flow, you know, Salesforce is below 10 X forecast cash flow. 2 times in the scene
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 5:37 Avishai Abrahami Salesforce is down, ServiceNow is down, Figma would be down. 7 times in the scene
- ▶ 20:30 Harry Stebbings People want Salesforce and Wix market cap rises again.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 31:46 unnamed speaker Kind of lied about the books, and they, and they definitely lied about training on YouTube, and they're going to push the envelope here to make their LLMs better, and HubSpot did it, and Salesforce is going to be tempted to do it, and…
- ▶ 1:07:26 unnamed speaker We're working with, we have like the best FD at Salesforce, the best FD at all these folks, not the best, but we have some of the best at all these companies and they're effing great. 3 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 22:25 Mike Mignano I think one school of thought which we're seeing, and I think when I really think about it probably applies more to the incumbents and the big companies, the sales forces of the world rather than the startups, is that if every employee is… 3 times in the scene
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 28:12 Harry Stebbings And then I kind of peek under the covers, and I'm like, oh, my God, like, 15 companies funded with a hundred million bucks, Salesforce, Lassie, and Zendesk, all the other incumbents.
- ▶ 1:01:47 Clay Bavor Brett, uh, having spent time at, at Salesforce, really learned from the best.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 1:12:23 Jason Lemkin It runs across, it runs crop platform, it runs on Salesforce, it runs on HubSpot, it runs on all the other things. 7 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 33:21 unnamed speaker That you, you've never seen this level of infinite demand, and then you caveat it in a very important way, because you said price adjusted, and I think that's the difference between this and prior, you know, kind of prior generations of… 3 times in the scene
- ▶ 43:11 unnamed speaker It updates the opportunity in Salesforce. 3 times in the scene
- ▶ 1:06:06 unnamed speaker AI, um, SI systems integration for Salesforce integration. 7 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 38:42 Nikesh Arora Perhaps it's the next iteration of Salesforce, the next iteration of SAP, or the next iteration of Workday that is going to help me do that because I do believe it needs to become more intelligent.
- ▶ 54:54 Nikesh Arora If you take a Salesforce, they have a Salesforce marketplace with 300 apps you can use, which are analytical apps that feed off your own 2 times in the scene
- ▶ 54:54 Nikesh Arora If you take a Salesforce, they have a Salesforce marketplace with 300 apps you can use, which are analytical apps that feed off your own
- ▶ 55:43 Harry Stebbings Are Salesforce's best days ahead or behind it? 2 times in the scene
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 0:32 Ryan Petersen I think the negotiation that we're gonna have with Salesforce is gonna be a lot different than the last one.
- ▶ 46:45 Harry Stebbings Have you ripped and replaced Salesforce, Cooper, you name it, and built your own SaaS tools? 8 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 0:29 Harry Stebbings Next, Salesforce acquires Finn for 3.6 billion dollars, one of the nicest teams in tech, and then finally, Adobe beats and raises, but the stock falls six percent as the CFO exits.
- ▶ 47:44 Harry Stebbings Salesforce acquires Finn, formerly known as Intercom for 3.6
- ▶ 48:08 unnamed speaker Smart deal for Salesforce, because these guys became the canonical example of a old school SaaS company that made the transition and pulled it off. 4 times in the scene
- ▶ 1:12:26 Everett Randle Are you calling your shot as, as Owen as the next Salesforce CEO? 5 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 19:21 Harry Stebbings So it works out to be, that was on developers within Salesforce, so it's about 3.8% of developer salaries.
- ▶ 1:17:20 Aravind Srinivas You might want to hedge between having a lot of Microsoft stock and Salesforce stock versus, like, putting some of that into Anthropic. 3 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 16:52 unnamed speaker There's people that are vibe coding Salesforce and, and, and DocuSign and other companies.
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 21:50 Harry Stebbings We saw Salesforce. 3 times in the scene
- ▶ 1:03:17 Jason Calacanis If you want to get rid of Salesforce or HubSpot, go for it.
- ▶ 1:23:05 unnamed speaker I mean, if you step back, if you bought Salesforce at 14 times revenue in 2021, congratulations, you own Salesforce. 3 times in the scene
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 37:41 Brendan Foody Uh, for example, Salesforce has tons of companies that are building integrations on top of their platform that creates this
- ▶ 46:28 Harry Stebbings Because actually Mark Benioff said the other day that they spend three hundred million on Anthropic. 4 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:19:55 Harry Stebbings We were, number one, we replaced our 600 K Salesforce contract with a vibe coded CRM, which we built in three weeks. 6 times in the scene
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 0:05 Chad Peets If a guy's been at Salesforce.com for the last five years, he's never opened a new logo.
- ▶ 5:29 Chad Peets If a guy's been at salesforce.com for the last five years, he's never opened a new logo. 5 times in the scene
- ▶ 48:02 Chris Degnan There will, people will still have Salesforce as their, you know, their CRM or their, their, their, a source of record.
- ▶ 1:16:05 Harry Stebbings You said Salesforce was like,
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 8:43 Harry Stebbings And he said that Salesforce spent three hundred million on Anthropic tokens this year, almost entirely coding. 7 times in the scene
- ▶ 19:00 Jason Lemkin At the end of the day, maybe they have enough time, maybe another year, if they're just getting going on their gentric journey and, and, and, and Salesforce is further along.
- ▶ 33:21 Jason Lemkin I think a lot of these deals, and maybe, and even Salesforce, maybe, uh, it's really just to hold off shareholder activists because that's their first play.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 35:30 Jason Lemkin HubSpot or Marketo or Salesforce or any of these marketing automation tools, because they have no need, need to hand compose an email in a third party template.
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 57:24 Patrick Forquer So we migrated to Salesforce, which is awesome. 6 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 15:59 Jason Lemkin But you know, one of the reasons like Salesforce ventures and Google, Google owns so much of SpaceX and everybody is you could do something with the cash.
- ▶ 33:19 Jason Lemkin Um, I believe at back in the day, Salesforce was twenty six million a year and Workday were 24.
- ▶ 1:12:37 Rory O'Driscoll If you're selling a story that says we're going to replace the old customer support software with new, you know, you're going to replace Service Cloud, which is the Salesforce product, which Brett Taylor obviously knows really well with…
- ▶ 1:12:37 Rory O'Driscoll If you're selling a story that says we're going to replace the old customer support software with new, you know, you're going to replace Service Cloud, which is the Salesforce product, which Brett Taylor obviously knows really well with…
Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- ▶ 3:21 Becca Lindquist Like, if you've been at Salesforce for 12, 1314 years, like, you've probably had an incredible run, you probably really enjoy that, and you're probably gonna stay there. 3 times in the scene
- ▶ 41:04 Becca Lindquist Because if you think about, think about, um, I don't know, think about Salesforce, right? 3 times in the scene
- ▶ 48:56 Becca Lindquist And I'm like, I can read the update in Salesforce.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 25:54 Jason Lemkin Our Salesforce bill went up from 12,000 to 22,000 dollars a year, and our seats went down from 10 to two plus one.
- ▶ 47:53 Jason Lemkin So it gets cut before you cut, before you cut your workday or Salesforce, right?
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 56:39 Harry Stebbings We've seen a wave of buybacks, whether it's Wix or ServiceNow, among many other Salesforce, huge.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 20:14 Amjad Masad We're not seeing people rip out Salesforce, Workday, or like really fundamental. 2 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 30:01 Jason Lemkin If Benioff could get a hundred billion to buy something to change the face of Salesforce, the LinkedIn of AI, he would do it tonight.
- ▶ 56:07 Jason Lemkin Oh, we're going to vibe code our Salesforce. 2 times in the scene
- ▶ 1:17:07 Rory O'Driscoll Which is why we should probably hang on Jason and say, look, I mean, to your point, Salesforce just announced the whole entire headless API strategy. 4 times in the scene
- ▶ 1:17:54 Jason Lemkin We, we, we don't log into Salesforce. 16 times in the scene
- ▶ 1:26:09 Harry Stebbings My question was, are Salesforce best placed to be the agent fabric, or is someone else better placed? 6 times in the scene
- ▶ 1:32:08 Jason Lemkin Rebuild it natively on Salesforce or HubSpot or go big, right, because you got scale, but, uh, it's, it's tougher today to, to find, to, to find the gems that want to sell with product market fit cheap.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 25:45 Aaron Levie This can't be treated like a, oh, you know, I'm going to trade off between Salesforce licenses or, or, or compute tokens.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
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