Cohen: Form-based software like Salesforce will be obsolete within 10 years
Ariel Cohen · 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 · Feb 7, 2026 · at 16:44
Ariel Cohen, co-founder and CEO of Navan, argues traditional enterprise software workflows are being displaced as user preferences and AI evolve.
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“I think I called out Salesforce back then, as I cannot imagine people using something like this in the next 10 years. I think AI accelerates this.”
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