The Ledger, every show

“And I'm running aggressive marketing against Microsoft because they have really a terrible product co-pilot that I'm have to position against and market against.”

“And to that point, I've been able to reduce the number of human agents I have in support From about 9000 to about 5000.”

“Microsoft is a company that wants to own it all, control it all. If they see a hot company or a hot startup, they ask themselves, hey, why is that not in our world? And in the case of they, usually they like To either try to feign an acquisition and then based…”

“We're not adding any more software engineers next year because we have increased the productivity this year with AgentForce and with other AI technology that we're using for our engineering teams by more than 30% to the point where our engineering velocity is …”

“I don't know if I'd really want to invest in any of them right now because I think in those cases we're seeing all of them to being about the same kind of product. A lot of them are really becoming the same Technology.”

“What Microsoft basically did was they're, you're exactly right what you said, they just repackaged OpenAI's product and didn't really integrate it very well and didn't really think from the ground up what it was going to be in its best situation to offer value…”

“In a head-to-head benchmark of Salesforce's agent force against Google's AI, we two X them on accuracy”

“I think in the last few years, what we've kind of heard, and you know, some of it has come from OpenAI, but especially from Microsoft, that we're in this co-pilot world, and these co-pilots have universally failed. The level of accuracy, the spillage of inform…”

“I, I've said this for years. I don't agree with Neil Ferguson on that point. I think that this is a nonsense issue. I think China and Taiwan will reconcile.”

“We invented prompt engineering, the first prompt right here at Salesforce Research, commercialized by others, of course.”

“You know, we just sold a company to Google, which is Wiz, the security company.”

“I think that we have all been sold a lot of, you know, hypnosis around what's about to happen with AI and not that it couldn't happen one day.”

“You can see the horrible things that Microsoft did to Slack before we bought it. And yeah, that was pretty bad and they were running their playbook and did a lot of dark stuff. And it's all got in a written up in an EU complaint, but Slack made before we bough…”

“We will have less support engineers next year because we have an agentic layer”

“This week, I think I already told you, we turned on help.salesforce.com. I stripped out my previous support infrastructure. I've plugged in a new support infrastructure and it's all 100% agent base.”

“So layoff is an important tool for CEOs to be able to use, to be able to prepare for a company for the future. And nobody wants to hit the button. Nobody wants to take the action. No employee wants to hear the words. It sends chills down everybody's spine, inc…”

“I don't think we are in AGI in twenty-twenty-five, so I think that's an optimistic thought.”

“I think the, we're gonna hit the maturation of the LLM in twenty-twenty-five, so I'll say that. I believe that LLMs are becoming commodities and that we're cresting the LLMs, that they're getting incrementally more successful, but not exponentially more succes…”

“Maybe Microsoft will pivot like they usually do and fast follow us, you know, into this new agentic world because I think that's really where all the action is going to be.”

“Even prompt engineering was invented at Salesforce, which we're very proud of.”

“He's a great guy. He's doing incredible things. He's brilliant. He's running like 2000 companies and the US government all at the same time. So, you know, it's like, we've never seen anybody like this in my, in our careers, right? It's just like, this person c…”

“They've got twenty million patients. They have a super complex data set. They have all of the data. From Epic, they are the largest Epic customer in the world, and more than 90% of all patient inquiries, and scheduling requests, and schedule my doctor, schedul…”

“I mean, I had to kind of lay down the gauntlet. You probably saw that. I had to threaten the city and all the leaders and say, if you guys don't get your act together, we're not coming back, and They delivered.”

“Why even going to venture capitalists? You should, like, just raise money privately. Unless, you know, someone like yourself, like, actually adds value because, you know, you're an entrepreneur, but and this is just your entrepreneurial pursuit, but Most, you …”

“No. Because you have to remember a truth, which is that 90% of all enterprise software is only bought in seven countries.”

“I think that the Chinese models are as competitive as these U S models, and they've learned to make these models without having the highest end chips.”

“I looked at the top 10 major enterprise software companies. They all had great quarters. And they're all trading in two times sales.”

“I think there's going to be a hot new company that's going to come along and say this, I'm going to sit between you Ananthropic and open AI, and I'm going to make sure that they, oh, you only need their tokens when you actually need them.”

“AI doesn't have a soul. It's not that human connectivity. It's not, you know, at our depth, AI is not born. It's, you know, AI is made. So, you know, we, there's a humanity that still needs to be nurtured and governed and developed and grown. People want to bu…”

“No, and we're not.”

“Because the US federal government is already my largest customer, right? That's our, you know, we run the Veterans Administration, the GSA, and we just won You probably read just, we just run a huge U S army contract. We beat Palantir.”

“There is going to be a level of application functionality that is going to be required. And there's no question that these apps that, you know, our users are on today are still going to be very much a part of how they do get their work done and that they opera…”

“There is going to be a radical explosion of small and medium businesses like yours, because entrepreneurs like you can do more than ever. So while the enterprises are kind of trying to figure out, are they going to DIY it? And are they going to do this? Or are…”

“And also this narrative around that we're not going to hire any more kids out of college. This is also bullshit.”

“Meeting with one of their C-level officers, and they have a goal to reduce the number of employees they have by five percent every year and replace them with agents.”

“I'm the last generation of CEOs to say, maybe you are too, that we only had human employees.”

“And that fourth layer is going to be the robotic layer, but it needs the other three layers to operate because the agents are going to get manifested into these robots. So that will be a keep next step. And we'll see that by dream force. I'm sure.”

“For the vast majority of companies who have been playing around with these models and tools over the last, call it three years or four years of generative AI, they've mostly failed. You don't have that many great stories of how AI has transformed these compani…”

“I think that where there was an AI budget, that was a mistake. And that where it should be is like, you should be holding, at least this is what I do. I should be holding our service team accountable. Our sales team should be held accountable for that. And tha…”

“Steve, I'm gonna give you something you don't have, but maybe you'll need, which is the AppStore.com URL, AppStore.com, and the trademark for AppStore, because after that meeting we had, like, six years ago, I ended up trademarking these things and buying this…”

“Oh, he hated those. He hated SaaS and he hated that I was doing enterprise software. He's trying to talk me out of being an enterprise software executive.”

“We hired a bunch of actors, and they were doing this event in San Francisco, and, you know, San Francisco is very woke, so, you know, nobody, you know, people expect a protest, a good protest. So we had, got some picket signs at Home Depot and made some signs,…”

“And the message is really in the medium here, which is that I am looking to try to find the winning tactic and turn it into a winning strategy. I don't know actually which one of those things is gonna be the most important thing in launching this product. So I…”

“They wrote up a clinical study where they actually did kind of looked at in a semi kind of peer reviewed way. That ChatGPT in many cases was giving more accurate diagnoses than a doctor because the doctor had a more bias coming in working with the patient.”

“Well, I can tell you about like my own company and what I'm telling my own employees, which is that, yeah, we're gonna have to rebalance some of our workforce because you can see it in the numbers I just gave you, which is we need less support engineers becaus…”

“One of those things that we did two years ago was we had to architect a layoff, and we had never done a scaled layoff before. We had to lay off 10% of the company to save the company”

“Well, two out of the top five models in the industry are Salesforce models, Salesforce builds a lot of models.”

“I don't think being just a generic company is the right move anymore. You need to decide what vertical you're going to be in or what your best specialty is.”