David George

The future with AI is not gonna be anything like that.

It's just gonna be, to my point earlier about proactive versus reactive, it's just gonna be a proactive thing.

You, a salesperson, you're gonna log into your Salesforce and it's gonna be like, hey, these are the five customers that you have business that you should be doing.

Oh, by the way, I've been monitoring what they've been doing online.

There's a shift in this group.

You gotta be aware of it.

I've drafted a call script.

This person actually likes to be talked to on the phone.

This person wants just to engage via your AI email.

I've drafted one for you.

I've already taken a bunch of action on your behalf.

Here's what you need to do.

That's going to be the future, I think.

And then the data that goes into informing that is no longer the database that makes Salesforce so powerful.

It's all the unstructured data that's getting pulled from every interaction that everyone has everywhere.

So my hope is that the fullness of the new product has that entirely reimagined UI UX.

The fact that it's pulling all this new data from different places is an advantage to incumbent because Salesforce is so sticky because of the column or database that they have.

And then if you, on top of it, have a new business model that's attached to it, I think that's a really good shot for a startup to be able to finally go rip Salesforce out.

If you look at the SaaS and cloud wave, basically the whole story was a 7X-ing in the amount of revenue in the market.

There's this question of like who wins the incumbents versus startups.