Salesforce

includes Salesforce AppExchange, Salesforce Einstein, Salesforce Service Cloud, Salesforce Ventures

28 statements across 21 episodes · 13 bullish · 8 bearish · 20 people on the record · first statement Oct 26, 2020 by Jishnu Bhattacharjee · said 193 times in 60 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (64), Samay Kohli (8), Ashish Toshniwal (8), Alok Goyal (8), Khadim Batti (7), Manish Jindal (6), Avanish Sahai (6), Ashu Garg (6)

tap a year for its mentions
004013802520192020202120222023202420252026episodesmentions
0132520192020202120222023202420252026episodes it came up in
002.51352520192020202120222023202420252026episodesmentions per episode
2026 66 mentions in 21 episodes 3 per episode
2025 62 mentions in 13 episodes 5 per episode
2024 17 mentions in 4 episodes 4 per episode
2023 20 mentions in 5 episodes 4 per episode
2022 10 mentions in 6 episodes 2 per episode
2021 6 mentions in 4 episodes 2 per episode
2020 11 mentions in 6 episodes 2 per episode
2019 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Salesforce, oldest first

Oct 26, 2020 positive
Assertion Supported
Nexus VP's first investment DimDim was a precursor to Zoom
“The first investment that Nexus made was in early in a company called DimDim, which would have been Zoom. Like, if you look at it was exactly Zoom, Zoom prior to Zoom. The idea was, you know, Webex and others didn't have the experience, and this gentleman out …”
Jishnu Bhattacharjee Oct 26, 2020 ▶ 12:00 Jishnu Bhattacharjee, Managing Director, Nexus VP on the success recipe of Druva and Postman
Feb 28, 2022 positive
Disclosure
Bijapur: SpotDraft operates as Salesforce for contract automation
“We are an end-to-end contract automation platform. So think of us like the Salesforce for contracts. Contracts get created, managed, analyzed, and collaborated upon using SpotDraft so you can close deals faster.”
Shashank Bijapur Feb 28, 2022 ▶ 7:49 Building a Generational Company That's Changing the Way Legal Services are Delivered
Jul 4, 2022 negative
Insight
Pandey: Traditional CRM tools are sales force automation, not real CRM
“Because the CRM tools were built for salespeople. And honestly, it's not customer relationship management. It is Salesforce automation. While CRM means customer relationship management, and that includes their clicks, their interests, their biases, what they d…”
Dheeraj Pandey Jul 4, 2022 ▶ 38:04 Building Product That Sells Itself Ft. Dheeraj Pandey, CEO-DevRev, Co-Founder-Nutanix
Jul 25, 2022 neutral
Assertion Supported
Yamini Bhat: Salesforce raised only $65M before IPO
“Salesforce only ever raised sixty-five million right before going to IPO.”
Yamini Bhat Jul 25, 2022 ▶ 25:13 Scaling From 0 to 120Cr+ Revenue Playbook For SaaS-Entrepreneurs in India Ft. Yamini Bhat, CEO-Vymo
Dec 9, 2023 positive
Insight
Ghosh: Highly Sticky SaaS Companies Require Platform and Data Moats
“SaaS companies tend to be built where there is some platform and data mode placed somewhere. If you think about ServiceNow, they're still sitting on this data mode, which is their CMDB. If you think of Salesforce, they're still sitting on a, what is essentiall…”
Bhaskar Ghosh Dec 9, 2023 ▶ 32:47 American Venture Capitalist Explains India’s BRIGHT FUTURE by 2030 | Bhaskar Ghosh | Neon Show
Jan 26, 2024 neutral
Opinion
Kumar: GTM execution, not technology, is the main bottleneck for Indian SaaS
“Today, you can build a sales force. Building Salesforce is not a problem. Only the GTM part is is the problem because that is what we are lagging because we didn't learn the playbook in the last 20 years. So only technology part we learned.”
Saravana Kumar Jan 26, 2024 ▶ 41:05 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Jan 26, 2024 bullish
Prediction Not checkable as stated
Kumar: India will build Salesforce-scale tech giants in 10-20 years
“I think maybe in the next two, 20 years, we will see something like the next wave. Like, you know, now we are building products. It's all about now. How do you build a large scale products like Salesforce or Microsoft? It will happen. Eventually it will happen…”
Saravana Kumar Jan 26, 2024 ▶ 40:12 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Jul 12, 2024 positive
Assertion Supported
Salesforce is Approaching $1 Billion in Indian Market Revenue
“Salesforce is almost crossing billion dollars of revenue from India.”
Manav Garg Jul 12, 2024 ▶ 1:20:05 These 90 Minutes Will Teach You Everything About SaaS Business | SaaSBOOMi Co-Founder | Neon Show
Aug 31, 2024 bearish
Prediction Not checkable as stated
Nadhani: Growing startups using Linear will eventually migrate to Jira
“My hunch is at some point when they grow large enough, not the not linear, but the companies and they need more processes, they will have to sort of move up. Like people move from HubSpot to Salesforce”
Pallav Nadhani Aug 31, 2024 ▶ 1:11:38 Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
Mar 15, 2025 bearish
Prediction Not checkable as stated
Sharma: Indian Startups Will Struggle Against Incumbents Like Salesforce In AI
“Similarly, I would say in many corporate use cases you know, will we be able to win? I don't think so. For example Salesforce has got such a lock in on customer facing kind of corporate use cases. And since our way of thinking about those use cases is more or …”
Sharad Sharma Mar 15, 2025 ▶ 1:14:07 $200B in UPI,1.3B Aadhaar Users, 943M on ID Platform: Why More Indians Must Know about DPI
Apr 18, 2025 positive
Assertion Not checkable as stated
Patel: Some customers left LeadSquared for Salesforce and returned
“Some have some have, some people have gone to Salesforce and have come back and that happens that happens I won't say a lot, but it happens.”
Nilesh Patel Apr 18, 2025 ▶ 20:20 $1Billion CRM From India Competing With Salesforce | Nilesh Patel, LeadSquared
Sep 19, 2025 bearish
Prediction Not checkable as stated
Garg: Dozens of startups are poised to eat Salesforce's lunch
“I think there are dozens of companies that are poised to eat Salesforce's lunch. But those companies, despite the distribution disadvantage, are positioning themselves to do so.”
Ashu Garg Sep 19, 2025 ▶ 31:32 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Oct 10, 2025 bullish
Prediction Not checkable as stated
Dodda: Multiple Indian cross-border SaaS companies will reach Salesforce scale
“Yeah, I mean, I'm sure there's gonna be a lot of cross border SaaS companies with India roots that will happen and that will be large businesses, like the HubSpot or the Salesforce of the world. I think I'm sure you will see a lot, we'll see a lot more of this…”
Raviteja Dodda Oct 10, 2025 ▶ 1:19:27 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Nov 7, 2025 neutral
Assertion Partly supported
Sahai: Oracle, Salesforce, and ServiceNow shared identical scale when he joined
“Oracle, Salesforce, and ServiceNow all were almost identical in terms of size. About 3500 to 4000 people. Less than a billion dollars in revenue. Between five hundred million and a billion in revenue.”
Avanish Sahai Nov 7, 2025 ▶ 20:34 Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai
Nov 7, 2025
Insight
Sahai: Disruption occurs when challengers build simpler, easier-to-deploy enterprise tools
“You have to imagine that someone somewhere in a garage or in whatever we work or whatever it may be, is thinking about how what you do as the incumbent is not good enough, is not delivering value to the customer. It's not easy to deploy. It's not easy to use. …”
Avanish Sahai Nov 7, 2025 ▶ 28:34 Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai
Nov 7, 2025 bullish
Insight
Sahai: Platform and partner strategies maximize enterprise software stickiness
“How do you bring other capabilities through a platform strategy and then think about partners who can augment that? The more you do that, frankly, the more sticky you become, the harder you are to displace.”
Avanish Sahai Nov 7, 2025 ▶ 22:54 Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai
Nov 7, 2025 positive
Assertion Supported
Sahai: Salesforce offered APIs from day one
“Salesforce had APIs from day one”
Avanish Sahai Nov 7, 2025 ▶ 32:15 Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai
Feb 21, 2026 bearish
Opinion
Kohli: The original promise of seamless SaaS failed for enterprise customers
“That promise has not been true for enterprise. It might be true for consumer SaaS products, right? Like, you know, if you call Gmail a SaaS product or you call Zoom as a SaaS product, right? Sure, it's true. But, I mean, that's not the bulk of the SaaS product…”
Samay Kohli Feb 21, 2026 ▶ 40:39 How Digital TEAMMATES Transform Billion Dollar Industries? | Samay Kohli of GreyOrange & Budy.ai
Feb 21, 2026 bearish
Opinion
Kohli: LLMs replacing enterprise CRMs is hype due to edge-case costs
“Imagine if you're a user and you're like, Hey, Claude, go build me a CRM. Claude's like, sure, I'll build you a CRM, but by the way, it'll cost you a million dollars because I have to take care of all the thousands of edge cases. You're like, no, no, no, no, n…”
Samay Kohli Feb 21, 2026 ▶ 48:38 How Digital TEAMMATES Transform Billion Dollar Industries? | Samay Kohli of GreyOrange & Budy.ai
Feb 27, 2026 bullish
Disclosure
Ashu Garg is actively buying Salesforce, Snowflake, and ServiceNow stock
“And so I am bullish that they will also capture some share of this value. And so I, I'm a buyer of Salesforce and I'm a buyer of Salesforce stock. I'm a buyer of Snowflake stock and I'm a buyer of ServiceNow stock.”
Ashu Garg Feb 27, 2026 ▶ 42:36 AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
Feb 27, 2026
Insight
Garg: Context graphs are built on multi-system processes, not single-vendor data
“Context graphs are not bound by system constraints. You're not going to build a context graph on top of your Salesforce data. You're going to build a context graph on top of your sales process. And every business process touches dozens of systems in a large co…”
Ashu Garg Feb 27, 2026 ▶ 42:03 AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
Mar 19, 2026 positive
Insight
Agarwal: 20% stock drops after AI announcements force legacy SaaS into agents
“ServiceNow and Salesforce and Workday and all of these companies are being pushed to innovate. Like in other cases, they're like, we have large go to market motions. There's a revenue that we can easily protect and you don't have to, but because they see these…”
Rohit Agarwal Mar 19, 2026 ▶ 36:31 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Apr 2, 2026 bullish
Insight
Jindal: Long-Term Tech Winners Are Easier to Pick in Backend Infrastructure
“In a long run, it's much easier, I believe, to pick a winner where you're sitting on in the back end versus on the front end, unless you are a data, you own the data, like Salesforce.”
Manish Jindal Apr 2, 2026 ▶ 17:53 Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
Apr 2, 2026
Disclosure
Jindal: Arize uses Cursor over BigQuery to eliminate internal data analysts
“Even in my current company all our systems data, like Salesforce, HubSpot, and everything even Gong data, we actually put into BigQuery, you know, every data, and then we have we have cursor sitting on top of BigQuery, and if anything I want, I just ask cursor…”
Manish Jindal Apr 2, 2026 ▶ 19:27 Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
Apr 16, 2026 negative
Insight
Nair: Buying safe software like Salesforce or IBM won't bring promotions
“The simplest thing is you also don't get promoted for buying IBM. And this is the same thing applied to, you know, Salesforce and all of these companies now. They're all like safe choices.”
Sudheesh Nair Apr 16, 2026 ▶ 25:29 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
May 20, 2026 negative
Insight
Koratana: Traditional SaaS records final outputs but loses decision context
“The key insight behind context graphs was that the last decade of SaaS basically has been built around this idea of a system of record, right? I think Salesforce is a good example, right? Probably the most, you know, central system of record, probably the most…”
Animesh Koratana May 20, 2026 ▶ 11:19 Great Founders Aren't Writing Code. They're Building Its Immune System. | Animesh, PlayerZero
Jul 24, 2026 neutral
Opinion
Salesforce leads in headless AI architecture but lacks a monetization strategy
“Salesforce has taken the lead by doing the headless thing. Most, most other companies haven't figured that out and they don't know how to, because Salesforce hasn't figured out how they're going to monetize it.”
Mahesh Ram Jul 24, 2026 ▶ 44:22 The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
Aug 22, 2026 bullish
Opinion
Mehra: Salesforce and ServiceNow horizontal shift creates startup opportunities
“The, in the Salesforce ecosystem and the ServiceNow ecosystem, there's so much development happening. Those guys are trying to go more horizontal. So there's more opportunity for new players to emerge.”
Krishna Mehra Aug 22, 2026 ▶ 40:28 Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
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