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 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Feldman: AI is causing irreparable damage to the SaaS business model
“I think the business of dashboarding and the business, the AI doesn't the damages doing the SAS is, I think, unreparable. You could ask your AI, build me a tool like Salesforce. 30 seconds later, you have a working tool.”
Laskin: AI models will interact with enterprise software primarily via APIs
“And so the way these language models are going to interact with any piece of software, not just Software engineering software, like Salesforce and other CRMs and creative tools and so forth. The majority of those interactions are going to be through function c…”
SaaS will not die, but evolve into wrappers around AI intelligence
“We think that SAS It's not going to be dead. We think that SAS is just going to have to evolve dramatically. And if you think of SAS being largely a wrapper around a database, and you could argue that's what Salesforce is, you know, a lot of, like, workflow an…”
Socher: Salesforce research team invented prompt engineering in 2018
“As part of the research team, we actually invented, ah, prompt engineering in 2018”
Cancel: Enterprise software will move away from dozens of loosely coupled tools
“I think the reality that we're in, especially in the, in our context where we are in sales and marketing software right in the world of Salesforce and all those kinds of tools is like the re the idea that you need 50 to a hundred tools, which is not an exagger…”
Sapoznik: Switching from Siebel to Salesforce gives agents zero productivity
“If you survey the agent that spent eight hours looking at Siebel and now is spending eight hours looking at Salesforce and you ask agent, how much more productive are you? The answer is effectively zero.”
Cancel: Legacy CRM architectures like Salesforce were not built for real-time interactions
“And most systems, again, when we think about all those systems, whether you could put together all the sales forces you want and all the add ons and the 50 to a hundred tools that people put on top of those existing systems today, none of them were built for a…”
Fraser: Post-load master data management in the warehouse is safely non-destructive
“And this is different than how it's historically been done, but the big advantage of Doing MDM and other similar things in this way is that it's non-destructive. So you still have the original data. If you make a mistake and you realize later, oh, I said these…”
Tawakol: Enterprise AI demands significantly higher accuracy tolerances than consumer AI
“If you tell Alexa to play a song and she plays the wrong one, no problem. You tell Eva to update Salesforce and automatically update Salesforce record, and it's the wrong record, there's a problem.”
Socher: Nature and Science desk rejected AI economics papers
“When we submitted these papers and two-level reinforcement learning systems to nature and science, they just desk rejected them.”
Socher: Salesforce is uniquely positioned to automate repetitive enterprise workflows
“My hunch is over the next few years more and more of that workflow, if it feels very repetitive, Employees are going to be like, I want to work in a company where if I give an X, 10 examples of a workflow to my tools, I expect that tool to then automate that f…”
Elsamadisi: Cross-system data queries take weeks due to unlinked identifiers
“There's no foreign key that ties these two systems together. There's no way to deal with different user identifiers. You would have to just go to your engineering team, And ask them to copy that data in all these different places, and then you deal with other …”
Davis: Transactional tools like Salesforce and Jira aren't going away
“The transactional workflows that we have in other systems, Salesforce, Jira, Asana, those aren't going away, and a lot of mistakes get made when people discuss something and they consider the work done on email or Slack, and it doesn't get back into those othe…”
Socher: AI Economist RL model replicated Saez taxation formula
“The SAIS formula in economics. And basically, it's beautiful math, and it shows that provably it's the optimal taxation scheme. But it's the optimal taxation scheme in a one step economy where you make one economic decision and then no other decision again. An…”