Salesforce

“When we submitted these papers and two-level reinforcement learning systems to nature and science, they just desk rejected them.”

“The SAIS formula in economics. And basically, it's beautiful math, and it shows that provably it's the optimal taxation scheme. But it's the optimal taxation scheme in a one step economy where you make one economic decision and then no other decision again. An…”

“So the SaaS apocalypse was fully, fully averted by the sales forces of the world, and the revenue decline never showed up in the SaaS companies. And so the SaaS apocalypse was canceled.”

“The only way I can justify 15 or twenty billion in market cap for Sierra is not if I build a slightly better next generation service cloud, if I am the entire customer ecosystem for your entire business.”

“Each human will have one, two, maybe three entry points into the digital space, because I don't think you'll want to be like, oh, I'm doing sales. Let me use the Salesforce agent. Oh, I'm doing project management. Let me use the linear agent. Oh, I'm doing thi…”

“I think Brett Taylor's actually trying to recreate the next generation of Salesforce. He is absolutely not playing the customer support game. He's moving into pre-sales.”

“Well, first of all, it's impressive he's in the flow and that he does not live here. He lives in Hawaii. His executives all go to Hawaii, however.”

“So the story I've heard, and someone can correct me in comments, I'm sure someone will, is that when he started Salesforce, it was billed as like this cloud CRM. And this platform, but it was total bullshit. He basically went to a bunch of people and sold them…”

“Dario is showing up because Mark agreed to move Salesforce agreed to move Their LLM spend to Anthropic.”

“Salesforce just bought Intercom where we were lucky enough to invest less than a year ago, and that's a very outcome-based product for customer support where they charge based on resolutions.”

“Salesforce spends six billion a year on engineering, and that probably includes QA and all the rest of it, but that's the right comp. And they're going to spend three hundred million dollars this year on Anthropic.”

“I don't want to say it's a complete non-event, but you could already do this in Salesforce and Claude. At Rider, where I work, people connect to Salesforce and run all types of queries. It's actually one of the most valuable things I've found for my day-to-day…”

“It's, you need to destroy Salesforce to get to a two trillion dollar market valuation.”

“The way Salesforce is positioning themselves, if you give up the UI layer, I think that's a big mistake, because in reality, And this is a big question. Whose data is it? Is it the customer's data, or is it Salesforce's data?”

“Like if you're a company that's using Salesforce for years, just because you can do some of your CRM activity doesn't mean you're gonna go overnight to, ah, to Claude. And so I think that, like, even if there was a Claude force, right? That was better. That's …”

“I think that's kind of how I view this, the real SaaS-pocalypse. It's more of a vertical SaaS-pocalypse. Which is software that's designed for just one vertical.”

“I do not believe that core systems of record like CRM are going to get ripped and replaced with something vibe coded.”

“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”

“I think that the biggest thing is when people say, I hate that software and everyone buys it, that's probably a pretty good business, because they're not buying the software, they're buying what's underneath of it, and that to me is actually much more durable …”

“In fact, until recently at Sastr, we basically had two and a half, three systems of record. We had Salesforce, we had Marketo, and we had Notion. We left two.”

“It shows you what he's hooked up to headless within Salesforce too, because there's multiple things running into this. So he's got class. I call it classic Salesforce for sales, right? So Salesforce CRM that our sales team has always used for like 10 years. He…”

“We created a mini renewal agent. So let me scroll down. I'll show you guys this. So we've got this mini renewal agent now going where, you know, we had our AI day, I think last month or something. And previously it'd be a manual thing where we have a digital e…”

“The key point about the application layer is that, you know, intelligence is a primitive, just like buying cloud is a primitive. And what does Salesforce do? It sort of takes the, you know, AWS cloud primitive and turns it into CRM software that delivers an ec…”

“The, in the Salesforce ecosystem and the ServiceNow ecosystem, there's so much development happening. Those guys are trying to go more horizontal. So there's more opportunity for new players to emerge.”

“So we run Salesforce entirely headless. Yeah. Okay. So we have our own agent, our own AI VP of revenue. It runs Salesforce under the hood. Pro is it makes Salesforce much more powerful than it ever was. Like I didn't log into Salesforce for seven years. Now I …”

“There's a deep misunderstanding about why companies buy software. It's not because they think service now or Salesforce or whoever is somehow, you know, bold innovators that could not be replaced. No, it's because they have a problem. They don't want to build …”

“And 10 K now does it end to end, right? We generate the contract in Panda doc, sends it out to the customer, get it signed, push the sign contract into Salesforce, changes it to close one, generates the invoice, invoices the customer, right? All this brutal th…”

“In terms of technology, you had the exact same shot of succeeding as Salesforce or Zendesk, et cetera.”

“Yeah, basically, it's kind of like what the future of the IT role will likely be, which is, it's a, like, you know, you will spend some time implementing Salesforce and Workday, et cetera, but you're gonna spend a lot of time implementing agents for the workfl…”

“Salesforce has taken the lead by doing the headless thing. Most, most other companies haven't figured that out and they don't know how to, because Salesforce hasn't figured out how they're going to monetize it.”

“I think the business of dashboarding and the business, the AI doesn't the damages doing the SAS is, I think, unreparable. You could ask your AI, build me a tool like Salesforce. 30 seconds later, you have a working tool.”

“Lin just hired George Hu. He was the former president of Salesforce.”

“We just recently canceled our Salesforce contract because we have an internal CRM that was vibe coded, that is working better, that is managing our process better, is more integrated into what we're doing. We run our agents inside of it, and no one was using S…”

“It literally took him an hour to move, like, 300 campaigns 10 years of data in those campaigns, right, of, like, who attended Sass Randall back in 2016. He moved them all into Salesforce on his own.”

“And then I looked at the cost and it was like, 14 dollars and 28 cents or whatever it was. And I was like, that's literally less than California minimum wage.”

“The next generation of folks may not graduate to Salesforce. Because they never started there. They started agentically. They may never graduate there.”

“Salesforce, what is the biggest value Salesforce provide? It's not the CRM. It's the fact that you trust a SaaS providers with your data, right? You have huge banks, huge companies that actually allow Salesforce to hold all of the customer data because they tr…”

“And I said to Mark, what do you think about FTEs? And he stopped and he said, I can't do this, but I wish every single customer at Salesforce had an FTE and did not have to pay me. Until they were deployed. That's what he wanted in the authentic age.”

“Like when I was at Adobe, it took them five years to go live in Salesforce.”

“I didn't know until Amelia presented the data this morning. I think it set up like 682 meetings. That is better than any BDR I've ever worked with could do.”

“I don't, from what I can tell, nothing actually changed. Their three 60 product was the same APIs that had always been exposed, now rebranded as their three 60 product.”

“Notion users tend, you know, all things being equal, are more, I'd say, tech-savvy and more agentic as builders”

“When, like, new VPs of sales come into our companies, they, they're like, they mandate that Salesforce is there because they're used to using it, their teams are used to using it.”

“And Mark Benioff said that he spent three hundred million dollars on Anthropic, which on specifically for the dev team, which equates to 3.8% of dev Salaries spent on tokens.”

“There's too many employees at a Salesforce or I don't know, a Microsoft such that every employee can just have an unlimited token spend budget. So I think we're going to see a lot of those companies start to constrain their spends.”

“If the agent can run 24 seven autonomously, take all your data and build all the analytics, build all the dashboards, run autonomously out of it then your data can flow between apps and you won't even care where it lives and all the fears about headless become…”

“Philosophically we believe that the like direction of the market is that you just want one vendor in one vendor is your inbound agent, your outbound agent, your insights. And it is all of your agents living on one data plane with full access to all of the info…”

“Right now, you know, if you look at Mark Benioff, he said they spent three hundred million on Anthropik. That's about 3.8% of developer salaries spent on tokens.”

“Am I worried about four-year paper in most of the software names? Probably not. I mean, they're contracted out. This is not a four-year issue. That, that paper should be money good. Would I be worried about holding 30 year credit on, on, on, on ... On Salesfor…”

“Slack is also going to be a great, turn out to be a great acquisition, because like, that's pretty sticky. Nobody wants to replace, build their own Slack.”

“Now more and more, the soft skills are becoming more important. Are you, things are changing so fast. So are you someone who can really adapt with the speed? Do you have that kind of sense of fire within from a curiosity standpoint, adaptability, you know, sel…”

“As we're trying to figure out what to do when we leave our worst at Marketo, you know, Salesforce migrated us in a matter of weeks too. It was very simple, right? Versus, you know, a couple, you know, a year and a half ago, we got a quote from HubSpot. It woul…”

“This particular entrepreneur, ah, built several massive businesses selling software, selling products on the internet, selling software as a service, and in fact, he sold his company to Salesforce, For seven hundred and eighty five million dollars. And if you …”

“Salesforce, which was 16 months ago worth three hundred and thirty seven billion dollars. Today in March 2026 is worth a hundred and seventy nine billion dollars. That's a hundred and fifty eight billion dollars worth of value erased.”

“The main takeaway here is that everyone is a manager now, and that reframe of making sure your agents are set up for success, like a manager would with their team, is the unlock in terms of how you look at this. It's not, I've got a new tool like Salesforce, o…”

“One thing that's really remarkable is, is very hard to have a dominant product and company for 30 years through multiple tech shifts, and so I just would not count Benioff out. [1992] Shensi Ding: I think, like, he's able to adjust really well to whatever mark…”

“We moved to headless Salesforce. Okay. We don't log into Salesforce anymore.”

“Legacy dies a slow death. There will, people will still have Salesforce as their, you know, their CRM or their, a source of record.”

“Salesforce spends 5.8 billion dollars a year on engineers, right? It's, so it's roughly four percent of the spend. If you want it per head, they have twenty-k developers out of their total 83 k heads, so it's 15 k per head per year, which is 1.2 k per head per…”

“The key insight behind context graphs was that the last decade of SaaS basically has been built around this idea of a system of record, right? I think Salesforce is a good example, right? Probably the most, you know, central system of record, probably the most…”