Salesforce CEO Marc Benioff assigned 2,000 staff to Agentforce, signaling serious AI commitment. Speaker A says the company has roughly two years to unlock the platform's full capabilities, a tight window for a major Salesforce release. Speaker B counters that headcount shows intent, not necessarily execution ability.
I think the fact that Marc Benioff has put 2,000 people on Agentforce tells you the future right there. He's already got 2,000 people on it.
Well, it tells you his intentions. It doesn't tell you his ability.
We are still early on enterprises. And I think if you, if you ask Salesforce in particular, they've got 2 years to unlock all this capability. I think with the rate of change, it's just, Marc has to do it. It's 'cause 2 years is not a lot of time at Salesforce. Like traditionally, that's like a major release, right? Snowflake turned out to have time. Like we might have thought Snowflake was struggling at the start of the year, right? We don't think Snowflake's struggling. So there is more time in the older enterprises and where that breaks for those that have massive amounts of data, I am not smart enough to predict. I would not bet against anyone. That is managing a, a huge amount of structured and unstructured data.
I wouldn't bet against anyone. What will probably happen is if you wanna build agents that are just using your CRM data and your Salesforce shop, just like a Microsoft was able to bundle Microsoft products, you'll probably take the agent from Salesforce and get a combined thing. But I think, and to Jason's point, I think enterprises that wanna build more powerful agents we're not just drawing the data from one app, i.e., Salesforce, but drawing the data from maybe 5 or 6 different sources. The more likely architecture for that is some version of stuff it all in Snowflake and then run an agent directly against that. And I think, yeah, as you were talking, Jason M. Lemkin, earlier about, you know, what you're seeing with Snowflake, I remember one of the things we did 5 or 6 years ago that turned out in retrospect to be very smart is just literally opt to stuff all the data in Snowflake across all the systems. So over time, you have access to that. So if I'm a large enterprise and I want to use my internal— let's say I'm a bank. I wanna use my deposit system plus my Salesforce system plus something else. At a certain size, it won't work easily in just a Salesforce. So you'll wanna go— just like every large enterprise since the dawn of time, some apps you'll wanna build yourself. And if agents become strategically important enough, for super big companies, then they'll throw, you know, $5 million and a bunch of Snowflake at it and Databricks and just build it themselves.
