Salesforce
includes Salesforce Data Cloud, Salesforce Lightning, Salesforce Sales Cloud, Salesforce Agentforce, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Service Cloud
34 statements across 19 episodes · 14 bullish · 10 bearish · 15 people on the record · first statement Sep 11, 2024 by Ranjan Roy · said 198 times in 42 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (108), Parker Harris (15), Marc Benioff (14), Ranjan Roy (13), Zeb Evans (7), Parmy Olson (6), Ed Zitron (5), Eric Kelleher (4)
tap a year for its mentions
2026 71 mentions in 19 episodes 4 per episode
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
- AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
- OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- 11 more episodes that year, every mention in 2026 →
2025 72 mentions in 13 episodes 6 per episode
- Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
- How Business Software Transforms In The Age Of AI — With Zeb Evans
- Are AI's Economics Unsustainable? — With Ed Zitron
- An AI Brain For Your Business?
- AI Agents: Hype or Hope
- The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- Is the AI Boom About to Break Security? — With Grady Summers, CEO of Netwrix
- Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- 5 more episodes that year, every mention in 2025 →
2024 54 mentions in 9 episodes 6 per episode
- Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- iPhone16 Arrives + Apple Intelligence Delays
- How AI Will Improve Business Efficiency and Productivity In the Workplace – With Ben Plummer
- 1 more episode that year, every mention in 2024 →
2021 1 mention in 1 episode
Everything said about Salesforce, oldest first
Sep 11, 2024 neutral
Roy: Klarna plans to eliminate Salesforce and Workday entirely using in-house AI
“And last night for the attention, he made a big announcement saying that they're going to be cutting their entire sales force and work day budgets because they built in house processes that are simpler, faster,
Using AI, generative AI, good old-fashioned data…”
Sep 13, 2024 bearish
Oct 16, 2024
Brown: 10 Startups Are Building AI Note-Taking for Financial Advisors
“There are now 10 different companies in, and then on top of which these are startups, but then on top of which you're getting offerings from zoom and Salesforce and big existing enterprise software companies, but there are 10 different companies specifically b…”
Nov 15, 2024 positive
Roy: AI automation will force SaaS to abandon seat-based pricing for outcomes
“I think for so many of these industries, the way the entire pricing structure changes, it's going to change. And I even think in SAS, that's going to be the case. And there's been a lot of talk around this with even Salesforce's AI agents or in many others is …”
Nov 27, 2024 positive
Nov 27, 2024 bullish
Benioff: Consumer phone AI will eventually interconnect with corporate brand agents
“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…”
Nov 27, 2024 bullish
Nov 27, 2024 bullish
Nov 27, 2024 positive
Nov 27, 2024 neutral
Benioff: Salesforce planned to transform Twitter into an interactive application platform
“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.”
Nov 27, 2024 neutral
Nov 27, 2024 bullish
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.”
Nov 27, 2024 neutral
Jan 31, 2025 neutral
Enterprises will not replace the AI tools native to their SaaS platforms
“There's the embedded tooling. So like the things like the Salesforce conversations or the ServiceNow conversations, there's a lot of AI that's embedded within the workflows and the information being gathered. And a lot of that, you're not necessarily going to …”
Jul 1, 2025 negative
Jul 23, 2025 bearish
Salesforce research shows AI agents fail most multi-step processes
“The reason that we keep hearing about agents, but never about what agents can do, is because the most common feature of agents is that they fail. There was a Salesforce paper that came out fairly recently that said, I think that they just categorically break d…”
Jul 23, 2025 bearish
Aug 6, 2025 neutral
Oct 10, 2025 bearish
Salesforce products are built in isolation and do not integrate well
“Salesforce, yeah, they will try to provide all of the software, but all of their software is really built, built in very much in isolation. It does not play well with each other, and it's not great for what I see as the future of software where you really have…”
Oct 10, 2025 bullish
Oct 14, 2025 bullish
Harris: Salesforce Needs Fewer Support Reps Due to Agentforce Automation
“We actually, because this help.sale, the agent for us on the website is really helping us with this, you know, super simple support scenarios. We don't need as many support reps to do that job. What we do need is to retrain a lot of those people and get them i…”
Oct 14, 2025 bullish
Oct 14, 2025 bearish
Oct 15, 2025 negative
Dec 23, 2025 positive
Jan 28, 2026 positive
Feb 2, 2026 bullish
Morris: AI's biggest prize is replacing enterprise SaaS like Workday and Salesforce
“The real money, like the stickiness is getting these big multi-year, 10 to a hundred million dollar contracts with, you know, existing public companies, you know, to go in there and like replace a lot of the staff, the SaaS software that they already have in t…”
Mar 9, 2026 neutral
Kantrowitz: Anthropic is hiring multiple Salesforce administrators
“Anthropic, by the way, which is saying that, you know, I mean, not saying that software is going away, and we'll get to actually some of the job stuff from Anthropic, but they're hiring multiple Salesforce administrators for a company that people say software …”
Apr 13, 2026 bullish
Saint-Marc: Future Enterprise Agent Swarms Will Be Deeply Heterogeneous
“As complexity is growing, and as we, again, as I said before, we asymptotically start to progress towards something we can call superintelligence, It's going to be very heterogeneous, very different types of agents, different vendors, different clouds, differe…”
Aug 12, 2026 neutral
Kedrosky: Enterprises buy SaaS for liability and vendor accountability, not innovation
“There's a deep misunderstanding about why companies buy software. It's not because they think service now or Salesforce or whoever is somehow, you know, bold innovators that could not be replaced. No, it's because they have a problem. They don't want to build …”
Aug 31, 2026 bearish
Aug 31, 2026 bearish
Replacing Salesforce With an AI CRM Will Take Years
“Like if you're a company that's using Salesforce for years, just because you can do some of your CRM activity doesn't mean you're gonna go overnight to, ah, to Claude. And so I think that, like, even if there was a Claude force, right? That was better. That's …”
Aug 31, 2026 negative
Aug 31, 2026 neutral
Roy: Claude-Salesforce Integrations Were Already Possible Before Official ClaudeForce Launch
“I don't want to say it's a complete non-event, but you could already do this in Salesforce and Claude. At Rider, where I work, people connect to Salesforce and run all types of queries. It's actually one of the most valuable things I've found for my day-to-day…”