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 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Benioff claims Salesforce sold cybersecurity company Wiz to Google
“You know, we just sold a company to Google, which is Wiz, the security company.”
Lessin: Tome cannot compete and outbound sales industry will collapse
“No way can Tom compete on this, but I'll go even a step further, which is this entire industry of outbound goes away.”
Jordy: Faster software creation threatens Salesforce more than it does Amazon
“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…”
John Coogan says the predicted SaaS apocalypse was fully averted
“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.”
Salesforce recently hired up to 5,000 salespeople to reach 20,000 total
“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.”
Salesforce projects reaching $60 billion in annual revenue by fiscal 2030
“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.”
Rosenberg: Tome will succeed without needing to defeat Salesforce
“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…”
Hays: Rebuilding Salesforce today could last five years before disruption
“Trying to rebuild Salesforce right now could be an amazing business for five years, and then you get completely disrupted.”
Slack Active Users Would Still Be Growing Under Stewart Butterfield
“If Stuart was running slack, you have to imagine he would, that chart would still be going.”
Coogan: Anthropic Is Hiring a Dedicated Salesforce Administrator
“Anthropic is hiring a Salesforce admin.”
Houston: Copilot lacks Slack context and Gemini lacks Salesforce data
“Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.”
Dreamforce draws 50,000 attendees as the largest vendor-led tech conference
“Well, this is the largest tech conference in the world. You know that 50,000 people are here, the largest vendor-led tech conference.”
Salesforce left up to 100 million inbound leads uncalled over 26 years
“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…”
Asparouhov: Salesforce Holds Only a 25% CRM Market Share
“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%.”
Yanisse: Klarna dropped Workday and Salesforce for AI agents
“Klarna who's not even using Workday and Salesforce anymore and just like directly agent to the workflow.”
Hays: Salesforce holds roughly a one percent stake in Anthropic
“I think when Mark was on, he said they have about a point of anthropic going into this round, if I remember correctly.”
Salesforce serves 150,000 core platform customers and one million on Slack
“We have a 150,000 maybe customers on our core. There's a million customers on Slack.”
Salesforce utilizes models from OpenAI, Anthropic, Gemini, and xAI
“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 …”