The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
Lemkin: Salesforce has more Agentforce AI demand than it can service
“I'm long on Salesforce. 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 service.”
Dines: Salesforce and SAP Will Limit AI Agents to Own Platforms
“What's the interest of Salesforce to provide amazing connections to SAP and vice versa? No, it's not. So they will focus on building agents that work specifically for workloads that stay within their platforms.”
Benioff: Salesforce is San Francisco's largest philanthropist, donating $250M+
“Salesforce is now San Francisco's largest philanthropist. And we've given more than a hundred million dollars to the children's hospital and more than a hundred and fifty million dollars to the public schools.”
Cohen: Salesforce and SAP revenues are currently declining, not growing
“If I look at the numbers, I think both Salesforce and SAP actually specifically now are not growing and in fact declining, right?”
CrowdStrike was the third fastest-growing enterprise software company to IPO
“I think we were the third fastest growth company to ever IPO behind like Zoom and Salesforce.”
Lemkin: Core CRM accounts for only 14% of Salesforce revenue
“When most folks hear about Salesforce, they think it's CRM, it's 14% of their revenue, ok?”
George: Salesforce, Workday, and ServiceNow command market cap in B2B
“In B to B, you know, Salesforce, Workday, ServiceNow, they command almost all the market cap in their respective markets.”
Benioff: Salesforce built the first AI operating without seeing customer data
“We were really the first AI that was built where it was able to operate on the data without us seeing the data.”
Lemkin: HubSpot is 2.8x More Revenue-Efficient Than in 2021
“HubSpot, 2.8 times more efficient than 20 21. Salesforce, two times.”