Chamath

Yeah, and so... And if you think about business value, we think a lot about this as like, where's the SaaS opportunity in all this, the software as a service opportunity? It's going to be in agents. I think we'll ultimately look back on these sort of chat models as a little bit of a parlor trick compared to what agents are going to do. in the workplace.

Yeah, and so... And if you think about business value, we think a lot about this as like, where's the SaaS opportunity in all this, the software as a service opportunity? It's going to be in agents. I think we'll ultimately look back on these sort of chat models as a little bit of a parlor trick compared to what agents are going to do. in the workplace.

If you've ever been to a call center or an operations center, they're also called service factories. It's assembly lines of people doing very complicated knowledge work. But ultimately, you can unravel exactly what the chain is there, the chain of thought that goes into their decisions. It's very complicated, and that's why you have to have humans doing it. But you could imagine that...

If you've ever been to a call center or an operations center, they're also called service factories. It's assembly lines of people doing very complicated knowledge work. But ultimately, you can unravel exactly what the chain is there, the chain of thought that goes into their decisions. It's very complicated, and that's why you have to have humans doing it. But you could imagine that...

Once system integrators or enterprise SaaS apps go into these places, go into these companies, they integrate the data, and then they map out the workflow. You could replace a lot of these steps in the workflow with agents.

Once system integrators or enterprise SaaS apps go into these places, go into these companies, they integrate the data, and then they map out the workflow. You could replace a lot of these steps in the workflow with agents.

Well, it's interesting. We were having a version of this conversation last week on the pod, and I started getting texts from Benioff as he was listening to it. And then he called me, and I think he got a little bit triggered by the idea that systems of record like Salesforce are going to be obsolete in this new AI era. And he made a very compelling case to me about why that wouldn't happen.

Well, it's interesting. We were having a version of this conversation last week on the pod, and I started getting texts from Benioff as he was listening to it. And then he called me, and I think he got a little bit triggered by the idea that systems of record like Salesforce are going to be obsolete in this new AI era. And he made a very compelling case to me about why that wouldn't happen.

Which is? Well, first of all, I think AI models are predictive. I mean, at the end of the day, they're predicting the next set of texts and so forth. And when it comes to like your employee list or your customer list, You just want to have a source of truth. You don't want it to be 98% accurate. You just want it to be 100% accurate.

Which is? Well, first of all, I think AI models are predictive. I mean, at the end of the day, they're predicting the next set of texts and so forth. And when it comes to like your employee list or your customer list, You just want to have a source of truth. You don't want it to be 98% accurate. You just want it to be 100% accurate.

You want to know if the federal government asks you for the tax ID numbers of your employees, you just want to be able to give it to them. If Wall Street analysts ask you for your customer list and what the gap revenue is, you just want to be able to provide that. You don't want AI models figuring it out. So you're still going to need a system of record. Furthermore,

You want to know if the federal government asks you for the tax ID numbers of your employees, you just want to be able to give it to them. If Wall Street analysts ask you for your customer list and what the gap revenue is, you just want to be able to provide that. You don't want AI models figuring it out. So you're still going to need a system of record. Furthermore,

He made the point that you still need databases, you still need enterprise security if you're dealing with enterprises, you still need compliance, you still need sharing models. There's all these aspects, all these things that have been built on top of the database that SaaS companies have been doing for 25 years. And then the final point that I think is compelling is that

He made the point that you still need databases, you still need enterprise security if you're dealing with enterprises, you still need compliance, you still need sharing models. There's all these aspects, all these things that have been built on top of the database that SaaS companies have been doing for 25 years. And then the final point that I think is compelling is that

Enterprise customers don't want to DIY it, right? They don't want to have to figure out how to put this together. And you can't just hand them an LLM and say, here you go. There's a lot of work that is needed in order to make these models productive.

Enterprise customers don't want to DIY it, right? They don't want to have to figure out how to put this together. And you can't just hand them an LLM and say, here you go. There's a lot of work that is needed in order to make these models productive.

And so at a minimum, you're going to need system integrators and consultants to come in there, connect, hold on, just connect all the enterprise data to these models, map the workflows. You have to do that now.

And so at a minimum, you're going to need system integrators and consultants to come in there, connect, hold on, just connect all the enterprise data to these models, map the workflows. You have to do that now.

Well, by the way, he said he's willing to come on the pod and talk about this very issue. But just with you? No, no, no, no. He'll come on the pod and discuss whether AI makes SaaS obsolete. A lot of people are asking that question.

Well, by the way, he said he's willing to come on the pod and talk about this very issue. But just with you? No, no, no, no. He'll come on the pod and discuss whether AI makes SaaS obsolete. A lot of people are asking that question.