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
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 26:52 Harry Stebbings I think customer support is uninvestable today, and I get so much shit on Twitter for this, because everyone shits on them, but, but I'm like, Sierra and Dakagon, obviously two market leaders in terms of brand, and how much money they've…
- ▶ 46:49 unnamed speaker We use Gong, and then automatically fills out our, like, sales force, and so we try to automate as much as possible.
- ▶ 47:38 unnamed speaker Uh, we use Salesforce.
- ▶ 56:07 Harry Stebbings Just for people to kind of understand, that's like Salesforce Ventures, that's...
- ▶ 1:00:49 unnamed speaker You have, you can always, and Salesforce has done it extremely well. 2 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 1:47 unnamed speaker I mean, uh, I think it took, I mean, Salesforce is the largest software company, right?
- ▶ 13:24 unnamed speaker Denise Dresser, who was CEO of Slack, who came from Salesforce just a couple of months ago, and you put her in charge of basically everything go to market and related, right?
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 51:27 unnamed speaker So my question is, if a company like Ora goes public and you see weakness in a quarter, should you dump this thing instantly, like Allbirds, um, versus forgive a little bit of weakness in a, in a sales force or service?
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 44:06 unnamed speaker You better prove to us, Figma, Atlassian, Salesforce, you are ahead of disruption and not behind it. 4 times in the scene
- ▶ 56:56 unnamed speaker It's very different at Salesforce or ServiceNow.
- ▶ 1:09:14 unnamed speaker Cause you just outstrew, they're just, they're not, you know, Salesforce and, and Amazon, I mean, Grok is great, but a lot of the stuff is not Grok.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 16:30 Harry Stebbings I need your help, because the one that I continuously oscillate on is, is Salesforce. 6 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 47:59 Jason Lemkin Zendesk, Salesforce.
- ▶ 1:00:53 Rory O'Driscoll So you are, it's, it's a total, it's a total, um, lab experiment, you know, as, as you're watching Salesforce, in my view, wisely, 3 times in the scene
- ▶ 1:11:44 Rory O'Driscoll I think Salesforce at eight or nine X EBITDA and even team at nine X EBITDA with decent growth is okay, right? 8 times in the scene
- ▶ 1:18:36 Jason Lemkin The simple reason, and I know this being super deep on agent force and everything, is unlike a lot of folks on this list, they have more demand than they can serve. 2 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 8:16 Miles Clements So Salesforce historically has been like the go to market platform company, you know, CrowdStrike and maybe Palo Alto are like the platform cybersecurity companies.
- ▶ 18:31 Harry Stebbings I mean, some, you know, Salesforce for CRM, you know, Salesforce is a two hundred and fifty billion dollar business.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 23:58 Mitchell Green I mean, I think Salesforce just came out and said they're gonna buy fifty billion dollars of stock, or some crazy number, like, from the earnings report last night. 2 times in the scene
- ▶ 54:31 Mitchell Green It surprises me that more people don't, but I think, like, early stage venture is extremely different than going to back, going to buy Atlassian right now, or going to buy Workday, or going to buy Salesforce, or going to buy, you know,…
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 3:11 Harry Stebbings I think a realization that the public markets and a lot of people are having is, wow, if we see agentic evolution in the way that we think it will happen and proliferate, then there are core systems, potentially like a Monday, like a…
- ▶ 5:38 Eran Zinman Uh, but at the, you know, she could have done it for, uh, Salesforce or ServiceNow, or she could even create, like, a search engine or a social network at the same time, so, um, so again, like, it's, it's a matter of perspective, I guess.
- ▶ 45:16 Eran Zinman Again, I don't think we're unique because, you know, ServiceNow is down 50%, Salesforce is down 60%, so
- ▶ 1:00:31 Eran Zinman The way I look at this today, service dominated by ServiceNow, CRM dominated by Salesforce is open market today. 2 times in the scene
- ▶ 1:01:59 Harry Stebbings Who do you think will change more effectively, HubSpot or Salesforce?
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 17:26 Harry Stebbings If you were to look at a sales force today, which camp would you put it in? 6 times in the scene
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 25:48 Lucas Swisher The largest SaaS company in the world that's independent outside of Microsoft and the hyperscalers, Salesforce, right? 2 times in the scene
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 47:25 Harry Stebbings So then, if we take that stance, Salesforce and ServiceNow, you know, they're down 20, 30, 40%.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 14:52 Jason Lemkin I didn't see this, the ROI I thought from that Salesforce module or workday financials.
- ▶ 22:30 Jason Lemkin What's the commonality between ServiceNow Salesforce and Shopify? 2 times in the scene
- ▶ 28:16 Jason Lemkin Now they can't hide in price increases like Salesforce. 2 times in the scene
- ▶ 30:13 Rory O'Driscoll In one of those companies, Salesforce ServiceNow, you're now living in a lower growth world where you got to make the model work financially while at the same time investing in the future, because if you just make the model work…
- ▶ 37:54 Rory O'Driscoll You know, conversely, I mean, I'll say it, even Salesforce, we talk a lot about Salesforce, and Jason, I hear you and your agents, but the truth is the level of disruption in go-to-market software hasn't been as acute as it's been in some… 2 times in the scene
- ▶ 45:10 Rory O'Driscoll So, you know, Salesforce went public in 2004,
- ▶ 1:07:02 Harry Stebbings Is it the data holder, which holds the data, your Salesforce, your ServiceNow, your, you name it, or is it an independent third party that sits as a layer between?
- ▶ 1:19:22 Jason Lemkin You talk to folks at Salesforce. 3 times in the scene
- ▶ 1:31:54 Rory O'Driscoll Like, I'm just going to do durability of this versus Salesforce. 5 times in the scene
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 3:05 Harry Stebbings If that is the case, should ERPs and ServiceNow's and Salesforce's not be dramatically threatened?
- ▶ 9:13 Sebastian Siemiatkowski Like we use Slack as an example today, like, which is a Salesforce company, right?
- ▶ 1:00:57 Sebastian Siemiatkowski How can it be that Klanak historically had a customer relationship with Sephora, and we had information about that customer relationship in Slack, in Salesforce, in Google Docs, in Google Slack, kind of the same information over and over…
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 44:26 Rory O'Driscoll If we automate the process of installing SAP, installing Salesforce, installing NetSuite, it's not like the company's going to buy two helpings of NetSuite because it got cheaper.
- ▶ 56:03 Harry Stebbings You then have traditional players like ServiceNow, Atlassian, Salesforce,
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 8:03 Harry Stebbings The public SaaS company who has distribution, be it a HubSpot or a Salesforce who has millions of customers.
- ▶ 55:48 Harry Stebbings In an agentic world, you have to own the tools, the workflow, and the data, and so you have to kind of own the full stack, a la, of course, him, uh, and Salesforce.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 16:44 Ariel Cohen I think I called out Salesforce back then, as I cannot imagine people using something like this in the next 10 years. 5 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 17:41 unnamed speaker And at the margin, you mightn't get that extra revenue for your Salesforce instance because the money might go elsewhere. 2 times in the scene
- ▶ 31:22 Jason Lemkin So I think some of it is that VCs understand CRM and they understand it's a large market and they think it's broken in air quotes, like Salesforce is broken. 11 times in the scene
- ▶ 45:17 unnamed speaker HubSpot, and then say Salesforce, right? 2 times in the scene
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 30:17 Rory O'Driscoll To take another example that probably applies to even a large public company like Salesforce, who, yes, has infinite money, but also doesn't want to dip in the red, or you make sure that the combination of, you have the advantage of the… 3 times in the scene
- ▶ 1:12:20 Harry Stebbings Mark Benioff, who army just awarded sales. 6 times in the scene
20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
- ▶ 20:19 Harry Stebbings I emailed Mark Benioff from Salesforce 53 times.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 34:53 Winston Weinberg I don't, I don't know how much you know about Microsoft Salesforce, but they started in the beginning and the vast majority of their sellers, it was pre-sales, right?
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 43:30 Alex Rampell Yeah, I guess I would want the option of maybe selling the company for a billion dollars and having, you know, Salesforce come in and say, what would it take to buy the company?
- ▶ 59:52 Alex Rampell Like, let's just say that you have a company, you, you do something amazing, um, somebody at Salesforce should buy it, um, you would rather go public, but you're like, ooh, you, you kind of see the writing on the wall, like, I'm going to… 2 times in the scene
20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ▶ 21:21 Chad Peets Like again, I'm not trying to rip Salesforce. 3 times in the scene
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 16:32 Matt Fitzpatrick You know, I think you've got, you've got a fair number of the enterprise agent companies that, you know, like, Salesforce, um, AI research released this report that if you take, um, if you test a lot of the out of the box agents on…
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 41:50 unnamed speaker I think Salesforce might be the biggest beneficiary next year, and I'll tell you why, because it has, it is, like, you have to also, we go through the ones that declined the most this year, and you have to be honest, are they at least… 13 times in the scene
- ▶ 54:19 unnamed speaker That's going to be the, I think the biggest risk when you're, and I think it's interesting, we're kind of dissing on Adobe, we're kind of worried, dissing on Microsoft, we're dissing on Salesforce.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 55:20 unnamed speaker We talked about this with Salesforce, the physics.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 4:56 David George Um, I never would have expected in the last wave that companies like Salesforce would be worth two hundred thirty billion dollars or ServiceNow would be worth one hundred seventy five billion dollars or CrowdStrike, one hundred thirty…
- ▶ 35:54 David George Even if you're not a network effect driven business, if you're salesforce.com or, you know, Workday or ServiceNow or CrowdStrike, the more you become the leader, the more resources come your way, and the easier things get for you,…
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 52:55 Rory O'Driscoll I don't think someone wants to maintain their own self force, but I do think Jason, you're right.
- ▶ 1:01:24 Jason Lemkin Salesforce is and should be doing the same thing, and they have their own LLMs, as he talked about, right? 3 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 12:07 Jason Lemkin Like literally we could fire up our cursor lovable replet and just build an app right now while we're here and access our Salesforce data. 8 times in the scene
- ▶ 16:00 Jason Lemkin Everything we're doing right now in AI is very exciting, but, um, I've been thinking a lot about how Gainsight's been locked out of Salesforce two weeks. 4 times in the scene
- ▶ 33:23 Jason Lemkin Salesforce, two times. 2 times in the scene
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 5:41 Jonathan Siddharth Imagine a workflow for a salesperson that an SDR would go through, uh, where before a sales call, let's say the salesperson has to research the prospect, uh, look up Salesforce to see whether somebody from the team has already spoken with… 3 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 0:20 Jason Lemkin Salesforce could be the next Google.
- ▶ 35:34 Harry Stebbings Sierra, Brett Taylor, formerly co-CEO of Salesforce, 5 times in the scene
- ▶ 38:55 unnamed speaker For context, um, service cloud today, which is the largest cloud within Salesforce, is eight billion. 2 times in the scene
- ▶ 50:05 Jason Lemkin But we might, Salesforce could be the next Google.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 5:39 Maor Shlomo And there would be a time, it might be in a few months, might be in a few years, where it will be easier to build your own Salesforce type of CRM than to actually buy a license to something off the shelf. 5 times in the scene
- ▶ 12:02 Harry Stebbings You know, I've had the founders of Salesforce, Benioff, Atlassian, Mike Cannon-Brooks, Cloudflare, Matt Prince, uh, Dylan Field from Figma, uh, even Carl Pei, the founder of Nothing, the phone company, has created their own
- ▶ 16:50 Harry Stebbings You've got the figmas, the cloud flares, the atlassians, the sales forces in, like, the incumbent insertion point, and then you've got the canvas on the other, kind of more consumer end. 4 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 22:54 unnamed speaker So we rolled out agent force for Salesforce. 4 times in the scene
- ▶ 28:26 unnamed speaker They've now basically, we, we, you know, I've, I've been a Salesforce customer since the beginning, but that now they've turned it almost into a database for us because we interact with the agents. 4 times in the scene
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 16:46 Jason Lemkin Now Gamma automatically pulls all of our data from Salesforce and our marketing automation system.
- ▶ 22:46 Jason Lemkin But the level of autonomy and capability, Gamma, go out, we, we've got 20 sales calls this week, Gamma, go into my Google Calendar, create prospectuses and sales collateral for all of them, pull all the data on them last year from… 2 times in the scene
- ▶ 36:51 Harry Stebbings You've got, as we mentioned, Rapplet and Bolt, but then you've got, you know, Salesforce who have their competitor at last, you know, have their competitor. 2 times in the scene
- ▶ 1:09:11 Jason Lemkin That's not exciting to me as an investment.
- ▶ 1:12:01 unnamed speaker I always say Salesforce was rebuild Siebel in the cloud, and it was fun, and we made a lot of money, but you're right, somewhat boring. 2 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 25:08 Everett Randle Like, you're paying more for AWS than you're paying for Salesforce, Workday, any other SaaS company by a wide, wide margin.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 59:00 Jason Lemkin If we go back to the public's because we love this folks, if we want to be critical, you know, HubSpot and Salesforce got to deliver in 20, 26 because they're in play.
- ▶ 1:03:57 Rory O'Driscoll If he's the most pointy edge Salesforce customer in the next two years, they got to get 20% of their customer base plus maybe 30% onto being as pointy edge as Jason in terms of automation.
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 26:42 Harry Stebbings You just couldn't consume enough compute combined with Benioff saying .1% of Salesforce
- ▶ 1:03:58 Harry Stebbings Salesforce invested eight hundred and fifty million of their new billion AI fund.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 33:01 Zach Lloyd I think from a worker perspective, if you are working at a place like, I'm going to pick a random company, Salesforce, and there's no real regulatory blocker for the deployment of AI and you're in like a competitive market, AI is going to…
- ▶ 52:03 Zach Lloyd Blocked at Salesforce of all places.
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 37:44 unnamed speaker And as Mark points out, like point only .1% of Salesforce customers are really using AI yet.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 28:13 Harry Stebbings Well, I do want to jump on a lot of that, but we see your cloud flares, your Salesforce adopt, Microsoft even, adopt Vibe coding environments, ah, that replicate a lovable or a replet.
- ▶ 38:00 Harry Stebbings So it could be, you know, Salesforce. 2 times in the scene
- ▶ 43:41 Harry Stebbings In terms of the making money, I think the core question and not picking on Salesforce, but picking on Salesforce, the question that remains is like the pricing model. 2 times in the scene
- ▶ 46:33 Harry Stebbings Again, we mentioned Salesforce.
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 20:56 Chris Degnan Like I hope to God that someone's building a competitive product to Salesforce. 3 times in the scene