The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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every show 44 of 44
Benioff: Jensen Huang Was Sole Tech CEO to Pivot to Deep Learning
“He was the only large company, CEO in tech, who said, you know what? Deep learning is such a big idea, and this technology is pretty darn close, the GPU to what you need. I'm gonna pivot my whole company, and I'm just gonna be about deep learning. And he did t…”
Benioff: Enterprise software is shifting from information management to human labor
“We are building software that just isn't helping companies manage and share information, which is kind of what we've been doing for the last three or four decades, but we're really going to provide software that is really a very much an equivalent of labor.”
Benioff: Agentforce costs customers between $0.50 and $2.00 per conversation
“And so for our customers who are now using our agent platform, they're paying between, call it, 50 cents per conversation to two dollars per conversation, depending on the volume of conversations that they're doing”
Benioff: AI agents will sit atop existing enterprise software stacks, not replace them
“So again, we have the disk drives, the operating systems, the databases, the security and sharing model, and we have the apps. And then we have the agentic layer on top of all that. You put a big bow around it and that's how it should work.”
Benioff: Klarna remains a major Salesforce customer and still uses Slack
“There are big customer of ours, actually, and they use Slack.”
Benioff calls AI agents the greatest opportunity in enterprise software history
“This is the greatest opportunity in the history of enterprise software, and it must be executed with absolute acuity and excellence, and that is what I think we all need to do.”
Benioff: The next AI wave will be autonomous agents leading to AGI
“And then we've got another big wave coming very, very close. Which is going to be autonomous and agents. And then of course we'll get to AGI.”
Benioff: San Francisco real estate will be sold out again
“I think that San Francisco real estate will certainly be sold out again because of the huge amount of startups that are happening in San Francisco”
Benioff: San Francisco is the safest and cleanest city in the world
“It's the most beautiful city in the world, and the safest, and the cleanest, and we have the statistics to prove it”
Benioff: Salesforce engineers are only required in-office 10 days per quarter
“Our engineers only have to come in the office 10 days a quarter.”
Benioff has worked mostly from home his entire life
“I work mostly at home. I have for my entire life. I just have never been able to work well and be successful in an office.”
Benioff: Salesforce expects sales, marketing, and G&A staff in-office three days weekly
“I think that for our sales and marketing people, We tell them that four days a week we want to see them, you know, in person with a customer. For our sales and for our marketing people and our G&A people, we like to see them in person three days a week.”
Benioff: Salesforce team, not CEO, will decide Dreamforce's future in SF
“I'm allowing my team to make the decision. We have a new CMO who. You know, move the Oracle conference out of San Francisco and moved it to Vegas. So it's definitely on his mind that that's a real possibility. I'm going to obviously advocate for San Francisco,…”
Benioff: Sequoia and USVP rejected Salesforce three times in 1999
“No venture capitalist would give us money. We raised all the money privately. I was thrown out of, you know, Sequoia three times, US venture capital, three times.”
Benioff: SaaS startups must enforce multi-year subscriptions instead of month-to-month contracts
“So when you're signing the customer, if you're just signing the month-to-month. It doesn't work. You've gotta sign them for one or two or three years at a time, and also that was an incredible part of the cash flow, too”
Benioff: Boeing CEO Kelly Ortberg has sold 200 planes in China
“Kelly selling planes. He's already sold 200.”
Benioff: Salesforce would not exist without Tony Robbins
“Hey, if it wasn't for Tony Robbins, I don't think there would be a Salesforce, so there you go.”
Benioff: Salesforce will reach over $46B revenue and $16B cash flow this year
“Look, we'll do over forty six billion this year, more than sixteen billion in cash flow.”
Benioff: Salesforce will probably spend $300M on Anthropic in 2026
“Like, I am gonna probably use three hundred million dollars of Anthropic this year at Salesforce coding.”
Benioff: Private market valuations are fantasy land without actual buyers
“Your valuation is fantasy land until somebody is actually going to pay you.”
Benioff: Multi-sensory models represent the next major wave of AI
“So I would say that multi-sensory models are the next big wave for AI”
Salesforce Ventures' $5 billion fund is generating an estimated 33% IRR
“It's a five billion dollar fund. It's I think doing a 33% IRR. I don't know exactly the numbers, probably one of the highest performing funds in the world.”
Salesforce projects reaching $60 billion in annual revenue by fiscal 2030
“This year we're going to do about 43.1 billion in revenue, and we just gave guidance yesterday that we expect to be able to do sixty billion dollars by Fiscal year, 30.”
Salesforce recently hired up to 5,000 salespeople to reach 20,000 total
“I also just hired somewhere between three and 5000 more salespeople. Ok, I'm growing my salesforce, it'll be more than, you know, almost, it's I think I'm going to try to get to 20,000 account executives this year.”
Benioff: Snowflake, Databricks, and Palantir Foundry each generate $3B-$4B revenue
“When you look at other data clouds, Snowflake, Databricks, Palantir Foundry, they're all in the three to four billion dollar revenue.”
Benioff: Every software product Salesforce sells will be agentic
“I don't think that there will be a piece of software that we sell that will not be agentic.”
Benioff: Prompt engineering originated from Salesforce AI research team
“Prompt engineering, which by the way was came out of our Salesforce AI research team”
Benioff: Salesforce Data Cloud and AI reached over $1B ARR
“The data cloud and AI together now is more than a billion in revenue. We talked about that on our last earnings call. It's our fastest growing Cloud product, whatever, ever, you know, in 26 years.”
Benioff: About 5,000 companies are implementing Agentforce
“There's about 5000 companies who are implementing AgentForce”
Benioff: Contact Center AI Transformation Will Be Incremental, Not Immediate
“It's that old phrase, people overestimate what you're going to do in a year and underestimate what you're going to do in a decade. And that is where we are with this as well, which is that, yes, we can say this is what's going to happen to the contact center, …”
Benioff Uses an AI Agent to Author Salesforce's Strategy Documents
“And now for almost three years, when I write a V-to-mom, one, I always have a Salesforce executive with me. And two, I now have an agent with me as well.”
Benioff: Enterprise AI Requires a Unified Data Layer Connecting All Stores
“Whether it's Databricks or Snowflake, whether it's Shopify, whether it's BigQuery, whether it's All S three, all the places where you're storing data through your company, all of that needs to be one consistent data layer for that agent to be able to really be…”
Marc Benioff: Enterprise software is at the greatest moment in its history
“We're at the precipice of the greatest moment in the history of enterprise software and of cloud computing.”
Salesforce Agentforce cut support escalations 50% and resolves 83% of inquiries robotically
“We've, you know, cut our human escalation from our support infrastructure down by 50%. We're resolving 83% of all of our inquiries. Robotically, it's incredible.”
Benioff: Agentforce has shipped to all 135,000 Salesforce customers
“I just shipped the product into all 135,000 Salesforce customers. So it's their nascent and they need to flick it on.”
Salesforce processes about two trillion AI transactions weekly
“This week at Salesforce, we'll probably do about two trillion AI transactions, you know, with our, you know, total now Einstein and AgentForce platforms.”
Benioff: Enterprise software's next layer will be robotic drones powered by agents
“And then the fourth layer that will come will be the robotic drone layer, where those robots and drones will then feed off of the platform and all of these capabilities.”
Benioff: AI job disruption will hit major tech hubs long before small towns
“Look, it's gonna be a long time before, you know, I think jobs in the small town where I have a home will ever get You know, impacted, but in the large town where I have a home, San Francisco, well, then I just gave you an example where I think that jobs will …”
Benioff: Elon Musk's multi-company visionary execution is completely unprecedented
“No one like this. Never seen anything like it. Don't understand how it is even possible.”
Benioff: Salesforce Processes Over Two Trillion Enterprise Transactions Weekly
“We'll do more than two trillion enterprise transactions this week.”
Benioff: Salesforce Projects Thousands of Agentforce Deals in Q4
“We'll do thousands of agent force deals this quarter”
Benioff: Salesforce Will Add 1,000 to 2,000 Salespeople Short-Term
“We'll have more salespeople next year because we need to really explain to everybody exactly the value that we can achieve with AI. So we will add another probably one to 2000 salespeople in the short term.”
Benioff: Salesforce Agentforce Pricing Starts at $2 Per Conversation
“Agent force is consumption pricing. So you're being charging per conversation. The starting price is about two bucks per conversation, and then it's negotiated based on volumes for customers.”
Benioff: Salesforce Will Move Its Entire Company Onto Agentforce
“That I've moved my whole support infrastructure to the agentic platform. I will move my whole sales platform to the agentic platform as well. I'll move my whole company onto agent force for no other reason what to show my customers what is possible.”
Benioff: Salesforce Rehired Many Employees Laid Off Two Years Ago
“Even in the layoffs that we had, which were very dramatic in the company two years ago, we have hired a lot of those employees back into the company.”
Benioff: Salesforce Is Focusing Exclusively on AgentForce Over Other Products
“When I just rolled out AgentForce, you'll notice that we're not going to talk a lot about all of Salesforce's products, which are amazing. You know, on the podcast, I'm going to keep coming back to AgentForce because that's all I'm focused on right now.”
Benioff: Salesforce Has Never Experienced Government Coercion or Censorship
“I haven't seen it in my own company. That's why I've been so surprised that, but I don't run a social media company, so I don't really know what the government does with these big consumer platforms.”
Benioff: Consumer AI models like ChatGPT and Gemini are commodity products
“They're kind of commodities at this point. You know, Google has Gemini, there's ChatGPT, there's u.com, there's Perplexity, there's Copilot, there's all these things, you know, they're just on your phone, you're just talking to the, basically the same data set…”