Ariel Cohen is the co-founder and CEO of Navan (formerly TripActions), an enterprise travel and expense management platform.
Prediction Didn’t hold up
Cohen: Nobody will use Concur, Amex GBT, or Salesforce by 2028
“In five years from now, nobody is using, going to use Conquer and Emacs. Nobody, by the way, nobody is going to use Salesforce.”
Opinion
Cohen: SAP and Salesforce have not innovated in decades
“Salesforce and SAP, which are not innovating. I think the last time that SAP innovated something was in the nineties, and the last time that the, that Salesforce innovated was in the beginning of 2000.”
Disclosure
Cohen: Navan is seeking Slack alternatives due to declining product quality
“The team right now is looking for alternatives. Not because you know, we love Slack. But you can see that over time, the search works a little bit, you know, worse. The buttons are moving to the wrong places. I care a lot about product and design. And I think …”
Opinion
Ariel Cohen: SAP and Salesforce haven't innovated since the 90s and 2000s
“I think the last time that SAP innovated something was in the nineties, and the last time that, that Salesforce innovated was in the beginning of 2000.”
Prediction Open · timeframe Feb 2036
Cohen: Form-based software like Salesforce will be obsolete within 10 years
“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.”
Opinion
Cohen: Sierra, OpenAI, and Anthropic Fail at Complex Vertical AI Needs
“There is nothing even remotely closed to what is needed when you go to a complex vertical out there. Okay. And it's definitely not in the kind of Sierra level, but even if you take it to the level of the APIs, If I'm kind of taking an anthropic and an open AI,…”