Salesforce
7 statements across 6 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Aug 8, 2023 by Frank Slootman · said 49 times in 16 episodes since 2021 · across every show →
Mentions by year
brought up most by April Dunford (19), Shane Parrish (9), Joel Greenblatt (3), Frank Slootman (3), Bret Taylor (3), Brad Jacobs (3), Brian Halligan (2), Ryan Petersen (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 16 mentions in 6 episodes 3 per episode
- Bret Taylor: A Vision for AI’s Next Frontier
- Why Everyone Is Wrong About AI (Including You) | Benedict Evans
- Ryan Petersen: Building Flexport
- Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
- Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
- How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
- every mention in 2025, scene by scene →
2024 24 mentions in 4 episodes 6 per episode
2023 3 mentions in 2 episodes 2 per episode
2021 4 mentions in 2 episodes 2 per episode
Everything said about Salesforce, oldest first
Aug 8, 2023 negative
Dec 26, 2023 negative
Aug 20, 2024 positive
Dunford: Salesforce initially avoided enterprise incumbents by exclusively targeting SMBs
“Salesforce is actually a great example. When they started out, the enterprise part of CRM was absolutely dominated by a big competitor. So it didn't make sense for them to enter that market there. Instead, they entered the market at the very bottom. So they we…”
Aug 20, 2024 neutral
Dunford: Misunderstanding category or competitors signals weak positioning
“That's the most common sign you see is the customer's looking at it, and they're like, I just can't figure out what this thing is. The second common sign you'll see with weak positioning is the customer thinks they've got it figured out but they're actually co…”
Jan 21, 2025 positive
Investors who sat out the 1999 bubble missed Google and Salesforce
“And if you decided not to invest in that time, you would have missed out on Google, Salesforce, PayPal, Zappos, OpenTable. There are a lot of great companies that were still founded during that time, and Paying market prices for those investments would have be…”
May 13, 2025 neutral
Gil: Startups captured 80% of Internet value, while incumbents won mobile
“So the internet was 80% startup value. It was Google, it was Amazon, you know, it was all these companies we now know and love. Meta, you know and then mobile, the mobile revolution was probably 80% incumbent value, or 90%, right? And so that was, mobile searc…”