Salesforce.com

company on 7 shows · 14 statements across 14 episodes

the Official SaaStr Podcast Invest Like the Best Capital Allocators Top Founders the MAD Podcast the a16z Podcast 20VC

14 statements about Salesforce.com, every show

a16z Prediction Not checkable as stated
George: Enterprises will not vibe code their own Salesforce replacements
“I don't think that like companies are going to vibe code up like their salesforce.com. That's just not worth it.”
David George Jan 26, 2026 ▶ 36:48 The Biggest Bottlenecks For AI: Energy & Cooling
George: Salesforce Is Painful To Use And Just A Sophisticated Form Checker
“What do people do in salesforce.com? It's basically like a sophisticated form checker with some analysis, and it's like brutal. It's painful to use. The future with AI is not going to be anything like that.”
David George Dec 2, 2025 ▶ 1:11:32 How a16z Growth Invests · Invest Like The Best
SAASTR Assertion Contradicted
Queener: Salesforce Spent 60 Cents Per Dollar on Physical Servers in 2003
“In 2003, when I was working at salesforce.com, we took 60 cents of every dollar that we collect from customers and we bought servers and put them in our own data centers.”
Brett Queener Oct 31, 2025 ▶ 2:40 Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures
20VC Assertion Partly supported
Salesforce drove 10% of HubSpot's revenue as a channel partner before competing
“Salesforce.com was an early investor in our Series D, believe it or not, and actually became a big channel partner for us over time, about 10% of our customers before we became competitive.”
Mark Roberge Jul 12, 2024 ▶ 42:54 Mark Roberge: The Framework for How Startups Should Scale into the Enterprise -Stage 2 Capital|E1176 · 20VC with Harry Stebbings
20VC Opinion
Grady: Salesforce was garbage compared to on-premise Siebel in 2007
“Salesforce.com circa 2007 was garbage compared to on-prem Siebel system.”
Pat Grady Jul 8, 2024 ▶ 1:07:48 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
MAD Prediction Not checkable as stated
Azhar: Consumers won't be able to opt out of AI
“I suspect that that people won't really have a choice because their interface with the world is effectively largely mediated by private companies. So if you have an iPhone and you'll have an AI, if you me using salesforce.com for your CRM, It will have AI func…”
Azeem Azhar Jul 2, 2024 ▶ 33:30 From Business to Warfare: How AI Affects the Modern World | Azeem Azhar
20VC Opinion
Doug Adamic: Salesforce remains the gold standard for enterprise sales strategy
“I still am impressed by salesforce.com and how they go about getting business, how they sell value, the way in which they create an experience and a customer success motion for the companies that they have, the breadth and depth of how they can add value and s…”
Doug Adamic Sep 8, 2023 ▶ 1:00:26 Doug Adamic: Why Discounting is BS; How to Reduce Sales Cycles and Create Urgency | E1058 · 20VC with Harry Stebbings
Daniel: Energy was one of our career's greatest contrarian value trades
“One of, probably, I would say the biggest for us was when Exxon got kicked out of the Dow for Salesforce.com, Us schmucks, everybody else in the world goes and buys Salesforce.com because it's going to be in relative indices and the like. We go, let's take a l…”
Vincent Daniel Jul 3, 2023 ▶ 30:03 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
20VC What-if
Immelt: GE should have partnered with Salesforce or Microsoft for software
“Here's what I would have done differently, you know, Harry, in all honesty, I've had four years to think about it, is I would have either bought a part of a startup company or done a joint venture with maybe salesforce.com or Microsoft and created a new co, cr…”
Jeff Immelt Jul 22, 2021 ▶ 8:50 20VC: Jeff Immelt on Leadership Lessons from 16 Years as CEO @ GE, Incumbent Innovation; Why Some Have Failed and Other Succeeded, When Boards Have A Positive vs Negative Impact on a Company & The One Fear Startup Founders Are Allowed To Have
TOP FOUNDERS Assertion Supported
Target Recruit is a Salesforce-based ATS monetized via licenses and services
“So target recruit is a subscription based applicant tracking system and vendor management system, which is based on salesforce.com. And we, the business model is we have a per user license. Cost as well as some services.”
Reena Gupta Oct 21, 2018 ▶ 2:39 1184 California Mom Bootstraps HR Tech to $5m in ARR
TOP FOUNDERS Assertion Not checkable as stated
Cabrera: LinkedIn and Salesforce run all sales compensation through Xactly
“LinkedIn, Salesforce.com, you know, they, these companies pay a hundred percent of their sales forces using our tool.”
Chris Cabrera Sep 9, 2018 ▶ 4:56 1142 Why went public, then sold to Vista for $564m on $100m in ARR
TOP FOUNDERS Disclosure
Jitterbit's strategic investors include Salesforce, Autodesk, and KKR
“Salesforce.com was the first strategic investor, followed by Autodesk, and then last year I brought in KKR, the growth side, the technology growth fund of KKR.”
George Gallegos Feb 8, 2018 ▶ 4:46 929 MuleSoft 2.0? Passes $40m in ARR Integration Platform as a Service
20VC Opinion
Blosser: Salesforce succeeds due to brand power rather than product quality
“If you look at Salesforce.com and they don't have the best product in the world, but they have the best brand.”
Ted Blosser Jan 27, 2017 ▶ 6:57 20VC: Why You Should Build Your Investor Team Like A Sports Team & How To Leverage The Abilities Of Your Investors Effectively with Ted Blosser, Founder & CEO @ WorkRamp
TOP FOUNDERS Disclosure
Bellows: Yesware partners with Salesforce, competes with InsideSales and ClearSlide
“We are a partner for Salesforce.com and other CRMs. we compete with companies like Insidesales.com or ClearSlide or others that, you know, are also trying to make salespeople more effective with their software.”
Matthew Bellows Feb 5, 2016 ▶ 16:25 Yesware Aims for $30m in 2016 with Matthew Bellows of Yesware

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