Friedberg

How is that different from how this clunky software is sold today? I mean, look, I don't want to take away from the quality of the company that Mark has built and what he's done for the cloud economy. So let's just put that aside. But I wish this is what we could have actually all been on stage and talked about. I told him that. When he was at the summit? I said that.

Because I disagree with basically every premise of those three things. Number one, systems integrators exist today to build apps on top of these things. Why do you think you have companies like Viva? How can a $20 billion plus company get built on top of Salesforce? It's because it doesn't do what it's meant to do. That's why.

Because I disagree with basically every premise of those three things. Number one, systems integrators exist today to build apps on top of these things. Why do you think you have companies like Viva? How can a $20 billion plus company get built on top of Salesforce? It's because it doesn't do what it's meant to do. That's why.

The point I'm trying to make is that's no different than the economy that exists today. It's just going to transform to different groups of people, number one.

The point I'm trying to make is that's no different than the economy that exists today. It's just going to transform to different groups of people, number one.

Let's talk about it next year at the summit.

Let's talk about it next year at the summit.

Love you, Mark. Who's coming to Dreamforce? Raise your hand. I want to make another point. The second point is that when you have agents, I think that we are overestimating what a system of record is. David, what you talked about is actually just an encrypted file, or it's a bunch of rows in some database, or it's in some data lake somewhere.

Love you, Mark. Who's coming to Dreamforce? Raise your hand. I want to make another point. The second point is that when you have agents, I think that we are overestimating what a system of record is. David, what you talked about is actually just an encrypted file, or it's a bunch of rows in some database, or it's in some data lake somewhere.

You don't need to spend tens or hundreds of millions of dollars to wrap your revenue in something that says it's a system of record. You don't need that actually. You can just pipe that stuff directly from Stripe into Snowflake and you can just transform it and do what you will with it and then report it.

You don't need to spend tens or hundreds of millions of dollars to wrap your revenue in something that says it's a system of record. You don't need that actually. You can just pipe that stuff directly from Stripe into Snowflake and you can just transform it and do what you will with it and then report it.

through steak dinners and golf outings and all this stuff, we've sold CIOs this idea that you need to wrap it in something called a system of record. And all I'm saying is when you confront the total cost of that versus what the alternative that is clearly going to happen in the next five or 10 years, irrespective of whether any of us build it or not, It'll be deflationary.

through steak dinners and golf outings and all this stuff, we've sold CIOs this idea that you need to wrap it in something called a system of record. And all I'm saying is when you confront the total cost of that versus what the alternative that is clearly going to happen in the next five or 10 years, irrespective of whether any of us build it or not, It'll be deflationary.

You just won't be able to justify it because it's going to cost a fraction of the price.

You just won't be able to justify it because it's going to cost a fraction of the price.

There are open source agentic frameworks that already do Freeburg what you're saying. So it's not true that it's not been done. It's already been done. Yeah, sure.

There are open source agentic frameworks that already do Freeburg what you're saying. So it's not true that it's not been done. It's already been done. Yeah, sure.

It hasn't been fully implemented to replace the system of record. There are companies, I'll give you an example of one, like Mechanical Orchard. They'll go into the most gnarliest of environments. And what they will do is they will launch these agents that observe, it's sort of what I told you guys before, the IO stream of these apps and then reconstruct everything in the middle automatically.

It hasn't been fully implemented to replace the system of record. There are companies, I'll give you an example of one, like Mechanical Orchard. They'll go into the most gnarliest of environments. And what they will do is they will launch these agents that observe, it's sort of what I told you guys before, the IO stream of these apps and then reconstruct everything in the middle automatically.

I don't understand why we think that there's a world where customer quality and NPS would not go sky high for a company that has some old legacy Fortran system, and now they can just pay Mechanical Orchard a few million bucks and they'll just replace it in a matter of months. It's going to happen.