The Ledger, every show

“There was even a time when the owner, really the founder, you know, had a very specific political ideology that he was expressing through that. I don't think that that's appropriate based on the current world. You know, we're trying to create a neutral, you kn…”

“We were really going to build something that was more of an application development and deployment capability, where you really had this kind of same Twitter feeds, but you'd kind of have hypercards in those frames, not just photos.”

“Because I did not end up going in that direction, mostly because my investors, I run a public company, did not want me to go into this crazy world”

“So he did the whole thing, and then boom, like, I'm like a salamander. They grew me a new Achilles right in place. So that thing that you just heard, that shit is real.”

“It's doing trillion transactions, trillion and a half transactions a week, predictive generative.”

“Atlas delivers for Disney, for their cast members, which are their employees, through extremely complex, ah, problems that it's solving for them, more than 90% accuracy and almost no hallucinations. And in some cases, 95% accuracy and almost no hallucinations.”

“And by the end of this month, we'll have more than a thousand customers on our Agent Force platform.”

“This is all I'm doing. Just try to take our company, you know, we have a, Great company, thirty-eight billion revenue, 75,000 employees, hundreds of thousands of customers, and one focus agent force.”

“And that's kind of how we became the number one enterprise AI today.”

“We just subleased a quarter million square feet of space in one of our buildings, the former Slack headquarters. To a company that didn't exist a year ago”

“From the time that Gavin Newsom was mayor to today, we've gone from a little over 2000 cops on the streets in San Francisco now to about 1400.”

“That's why I think he'd be a very good, a mayor, or a governor, or even a president, because He's a get it done person.”

“I would say I know Elon much more than I know Mark, and it seems like Mark is training really exhaustively, and I think Elon has, I won't go into it because it's not appropriate, medical conditions that would prevent him from winning any kind of match.”

“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.”

“In the enterprise side, if you look at The traditional enterprise companies, they don't have that religion that Mark Zuckerberg has. Okay, Mark Zuckerberg has the mobile religion. Okay, you don't have that with the enterprise CEOs.”

“Because there are really great companies in Japan at valuations that are much more attractive than what we're paid for here.”

“For software entrepreneurs, they need to recognize that there are, for enterprise, certainly enterprise entrepreneurs, there are mega markets that need to be addressed and before they go, waste their time, because, or maybe they have some exotic trip, and then…”

“Elon has Tesla in China. No partnership. He's the only one.”

“And you know, that open AI and Anthropik and every AI company is standardized on Slack.”

“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”

“Well, this is the largest tech conference in the world. You know that 50,000 people are here, the largest vendor-led tech conference.”

“We own one percent of Anthropic.”

“Between 20 and a hundred million people, we actually counted them, that we have not been able to call back since we started Salesforce. 26 years ago, between 20 and a hundred million people, we didn't call them back. Not because we didn't love them. Not becaus…”

“Over the last 26 years, Salesforce has had more than a hundred million people contact us that we've not been able to call back.”

“Why Microsoft has three percent CRM market share because of nonsense.”

“Salesforce owns one percent of Anthropic.”

“There's only certain brands that really are meaningful in our industry. And that's one. And look, it's going to trade once. So you have to decide, is this going to be part of your solution?”

“We changed our distribution model for Slack last year. Nobody really saw that, which is that we allow all of our sales force to sell it, get quota credit for it, to basically made a peer product with the rest of our products. And it was A huge supercharge for …”

“Salesforce has helped at salesforce.com. We have 9000 support agents. We've already done more than a half a million Of these interactions with customers and agents.”

“Don't underestimate data cloud. It's been our fastest growing product ever.”

“Launched AppExchange in like, 2005 or 2006, and we didn't call it AppStore because when we tested the AppStore name and focus groups, customers were like, this is not an AppStore, this is an AppExchange, we're all going to exchange apps and capabilities.”

“I'm even expanding my distribution organization. I'm trying to hire an additional one to 2000 account executives just to focus on AgentForce.”

“We are too complicated. I agree.”

“I actually never look at the stock. I find the stock to be very distracting and I encourage my employees also don't look at the stock because, you know, the stock is just a reflection.”

“A lot of this could be done a lot easier with agents and AI, and we're going to make their lives a lot better, a lot easier, simpler, and some of those things that they're doing, they don't need to talk to me about what my cholesterol number is, because I got …”

“If you're the only one and no one else is working on it, you've got a problem, actually. So, you don't want to be the only one. You want to be in a market. You don't want to be one company offering a solution and the only one. You want to be in a competitive m…”

“We had a great quarter, Harry. We delivered, you know, clear guidance to thirty eight billion in revenue this year, 12.9 billion in cash flow 32.9% margins.”

“So this is a great example of no mud, no Lotus, because If we hadn't gone through that two years ago, we probably would not be where we are today.”

“For AI to work really well and to get the level of accuracy and low hallucinogenics that you need in enterprise AI today you have to have as much access to the data and metadata and workflow as possible”

“We shipped it October, and the quarter, which closed at the end of October, we already sold 200 deals.”

“I think we'll probably be larger.”

“In the last 60 years, the history of AI is a new model or a new technology will come along, and a bunch of folks will kind of get to the point where it becomes a commodity, and then we kind of hold until we wait to the next one, and then it goes on”

“I think we are in such a new world right now in terms of what is possible today versus even just six months ago that customers do not understand This and what it can mean for them.”

“And I guess in a lot of ways I'm happy I didn't because I don't think I could, I would have enjoyed that part of it at all.”

“In the past several weeks, as we've been rolling this out to our customers and we have put this in a 135,000 Salesforce implementations. Customers just need to turn it on.”

“As we get into this next level of AI, it needs the data to be intelligent. It can't just run off of a large language model, which is an intelligence model. It has to be what we call grounded or connected into the customer data itself. And not just the customer…”

“Right now, you might just be talking directly to us because that's the most trusted path, and we're in a new world where, yes, your technology that you're using on your phone is going to be smarter, and also the technology of these companies is going to be sma…”

“We're in San Francisco, which is the number one AI city in the world. That's where all the talent is and all the great startups and companies”