Friedberg

This totally flips that on its head. Instead, what will happen is people will provision an agent and roughly direct what they want the outcome to be. And they'll be process independent. They won't care how they do it. They just want the answer. So I think two things happen. The obvious thing that happens in that world is systems of record lose a grip

This totally flips that on its head. Instead, what will happen is people will provision an agent and roughly direct what they want the outcome to be. And they'll be process independent. They won't care how they do it. They just want the answer. So I think two things happen. The obvious thing that happens in that world is systems of record lose a grip

on the vault that they had in terms of the data that runs a company. You don't necessarily need it in the same reliance and primacy that you did five and 10 years ago. That'll have an impact to the software economy.

on the vault that they had in terms of the data that runs a company. You don't necessarily need it in the same reliance and primacy that you did five and 10 years ago. That'll have an impact to the software economy.

And the second thing that I think is even more important than that is that then the atomic size of companies changes because each company will get much more leverage from using software and few people versus lots of people with a few pieces of software. And so that inversion, I think, creates tremendous potential for operating leverage.

And the second thing that I think is even more important than that is that then the atomic size of companies changes because each company will get much more leverage from using software and few people versus lots of people with a few pieces of software. And so that inversion, I think, creates tremendous potential for operating leverage.

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.

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.