The Ledger, every show

“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 …”

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

“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.”

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

“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.”

“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…”

“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.”

“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…”

“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.”

“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…”

“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,…”

“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.”

“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.”

“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…”

“There are big customer of ours, actually, and they use Slack.”

“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.”

“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”

“It's the most beautiful city in the world, and the safest, and the cleanest, and we have the statistics to prove it”

“Our engineers only have to come in the office 10 days a quarter.”

“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.”

“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,…”

“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.”

“Kelly selling planes. He's already sold 200.”

“Look, we'll do over forty six billion this year, more than sixteen billion in cash flow.”

“So I would say that multi-sensory models are the next big wave for AI”

“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.”

“When you look at other data clouds, Snowflake, Databricks, Palantir Foundry, they're all in the three to four billion dollar revenue.”

“I don't think that there will be a piece of software that we sell that will not be agentic.”

“Prompt engineering, which by the way was came out of our Salesforce AI research team”

“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.”

“There's about 5000 companies who are implementing AgentForce”

“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.”