The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Benioff claims Agentforce doubled Google's AI accuracy in a head-to-head benchmark
“In a head-to-head benchmark of Salesforce's agent force against Google's AI, we two X them on accuracy”
Benioff predicts China and Taiwan will reconcile
“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.”
Agentforce resolves over 90% of Kaiser Permanente's patient inquiries
“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…”
Benioff: Chinese AI models are as competitive as US models
“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.”
Benioff: Top 10 enterprise software companies trade at two times sales
“I looked at the top 10 major enterprise software companies. They all had great quarters. And they're all trading in two times sales.”
Benioff: A startup will emerge to route queries between large and small LLMs
“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.”
Benioff: Boeing CEO Kelly Ortberg has sold 200 planes in China
“Kelly selling planes. He's already sold 200.”
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: 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's Einstein AI processes over one trillion transactions per week
“It's doing trillion transactions, trillion and a half transactions a week, predictive generative.”
Salesforce Atlas AI solves Disney employee queries with over 90% accuracy
“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.”
Salesforce expects 1,000 Agentforce customers by the end of September 2024
“And by the end of this month, we'll have more than a thousand customers on our Agent Force platform.”
Benioff: Tesla is sole foreign automaker in China without local partner
“Elon has Tesla in China. No partnership. He's the only one.”