Salesforce

“If Stuart was running slack, you have to imagine he would, that chart would still be going.”

“Trying to rebuild Salesforce right now could be an amazing business for five years, and then you get completely disrupted.”

“Software development timelines are changing so dramatically. It's becoming so much faster and cheaper to make software that threatens a company like Salesforce in a way that Amazon, which is Selling physical products, selling content, selling, you know, they h…”

“Look, I don't think you need to be beat Salesforce to be very successful and to find a segment of the market that wants a more modern product that, you know, understands your business has everything in one place and can actually make your sales team a lot more…”

“No way can Tom compete on this, but I'll go even a step further, which is this entire industry of outbound goes away.”

“Klarna who's not even using Workday and Salesforce anymore and just like directly agent to the workflow.”

“Salesforce, their market share and all things CRM is 25%. And so that's why you end up seeing like, yeah, gross margin profiles only burdened by like, you know, cloud, you know, sort of cost, but their EBITDA margin profile that is like, you know, sort of 40%.”

“Well, this is the largest tech conference in the world. You know that 50,000 people are here, the largest vendor-led tech conference.”

“We have a 150,000 maybe customers on our core. There's a million customers on Slack.”

“You know, we just sold a company to Google, which is Wiz, the security company.”

“If you are your Slack user, you need to see the Slack bot that we introduced here, which is built on Anthropic. It's also amazing. So we use open AI. We use Anthropic. We use Gemini. I just did an interview with Sundar, you know, you can see it on YouTube. We …”

“I also just hired somewhere between three and 5000 more salespeople. Ok, I'm growing my salesforce, it'll be more than, you know, almost, it's I think I'm going to try to get to 20,000 account executives this year.”

“We own one percent of Anthropic.”

“You probably heard of the beast, Jimmy, Jimmy Donaldson. His team is here. They're running on Salesforce. They're a huge media company now.”

“This year we're going to do about 43.1 billion in revenue, and we just gave guidance yesterday that we expect to be able to do sixty billion dollars by Fiscal year, 30.”

“Between 20 and a hundred million people, we actually counted them, that we have not been able to call back since we started Salesforce. 26 years ago, between 20 and a hundred million people, we didn't call them back. Not because we didn't love them. Not becaus…”

“Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.”

“I think when Mark was on, he said they have about a point of anthropic going into this round, if I remember correctly.”

“Anthropic is hiring a Salesforce admin.”

“So the SaaS apocalypse was fully, fully averted by the sales forces of the world, and the revenue decline never showed up in the SaaS companies. And so the SaaS apocalypse was canceled.”