it is the center of the technology world

right now it's not what Mark did it's

when he did

it and the king of the cloud is

Salesforce please welcome Mark

Ben one of the things that really

matters me is having a positive Global

impact technology is not good or bad

it's what you do with it that matters in

your quest to change the world don't

forget to do something for other people

and that was a moment in time when I

said wow when I start a company I'm

going to make sure that philanthropy and

giving and generosity and these values

are in the culture of the company from

day

one you want to stay

here are you want the couch you want to

sit on the couch where you want to sit

I'll give you the couch I'll sit

here you deser you deserve the couch you

deserve it the big couch

okay it's little little too close it's

nice to see you also I I warned you that

I I'm not the the interviewer in the

group you but this is you chose me so

I'm

honored but you're the nice one oh okay

thank

you well it is am I right is he the nice

one and you're the one that all the

women really like like I'll talk to my

friends at dinner there like you know

sax what's he like he's amazing let's

just say we're honored to have Mark

Benny off here and uh truly who's a

Visionary in the world of software and I

would say you know there's probably a

lot of and I thank my mother for writing

that video by the way is well Mom thank

you for writing that for me great you

know in the in the world of business

offer in particular we don't have that

many people who you can describe as

Visionaries but you consistently have

been one you really it's true

you got the I think the whole we're

sitting now on the edge of the couch

okay here we go maybe we'll end up on

the floor I don't know what's going to

happen I'm trying to keep it engag

around a lot oh okay all

right is this how it's going to be the

whole

time way worse way worse okay all right

let me finish the this little intro here

um I forgot where I was so can I just

before we start you know

listen so I want to just do something I

would not normally do and this is like

going to be a little bit of a thing but

I just have to do a little Riff on this

but we just heard some an extraordinary

presentation on an extraordinary man and

there's somebody who's amazing that most

people don't get to hear of and we just

heard his name quite a few times his

name is shin yamanaka Yaman nakasan he

is um based in Kyoto Japan but he works

halime at UCSF

and it's amazing what his vision for the

world is that he thinks basically that

we're salamanders and we're going to be

able to regenerate ourselves and that's

amazing and so I've been friends with

him maybe for a decade but I fund his

research and so a lot of these things to

watch him have these breakthroughs and

you heard about the yamanaka factors the

yamanaka factors which are basically

this idea that

yamanaka had this breakthrough in Kyoto

you know basically hanging out there in

his lab eating the sushi the whole thing

and

then boom and he goes if I take these

four things I can take an ordinary skin

cell just any little skin cell and turn

it into a stem cell which is like the

the heart of human existence and he did

it and he was able to repeat it and

repeat it and repeat it and he won the

Nobel Prize for it pretty cool and then

he and I'm going to get the

pronunciation of this wrong but but he

then was able to take that stem cell put

it into your eye if you have tacular

generation and

boom healed the eye because the eye

regenerated then he worked with a buddy

of his in the lab next door and he took

the same thing took the stem cells and

he turned it into on a cookie

sheet and it looked like it was like a

plastic thing on the cookie sheet it was

really cool and then he's like took out

somebody's cornea that was all screwed

up cut the material out of the cookie

sheet popped it in the eye and the guy

could see it was like amazing then he's

like listen this is

amazing I bet I can grow a

brain so he took the step cells and he

started growing brains called

organoids and he's like got a cookie

sheet of brains and I'm like really he's

like this is amazing look at all the

brain brains and I's like and then I

went and saw him and had lunch with him

and like I'm like what's happening with

the brains he's like I stopped the

brains I'm like why did you stop the

brains I think they can feel the pain

I'm like oh

scary then he's like then I said to him

now what are you doing oh I'm growing

intestines I'm like whoa intestin is

that good he's like huge idea I can now

grow intestines on the cookie sheet and

taking the you know stem cells I've got

a whole intestine here and then like he

can do like turn it into a lab for all

the horrible things that people get in

their gut and all these diseases that

have never been cured but now you have a

real simulated environment this is an

incredible person anyway where do you

want to go with that I'm going I'm going

with this you got to stay with me trying

to help bring the energy up in here okay

listen follow just hold on hold on hold

on hold on hold wait wait wait this is

going to get good okay so then I'm like

you heard the story like at the end they

said listen how do I get these

regenerative factors going inside myself

so UCSF just published research based on

funding grant that I and others have

given them and they had a breakthrough

that the regenerative Factor inside your

own blood is called

pf4 and the way you get pf4 and I'm not

going to get this exactly right because

you know I'm in software I'm not a

doctor so just follow with me I thought

that's what we're going to talk about

today that I know but I got to tell you

this cuz I'm got so jacked watching that

one is it was either that or those crazy

shots you have backstage I don't know

okay number one is P4 you get more

regenerative factors in your body like

what you know calorie restriction and if

you know David and I that does not sound

very

good two working out with weights also

not exactly our top thing

parabiosis do you know what that is so

parabiosis kind of came out of research

published a decade ago in New York Times

and others which is came from salval

another person I work with at UCSF where

they took the blood of a young Mouse and

put it into an old mouse and then the

old mouse got young again and that was

moving the pf4 into that old mouse so

that's and the fourth thing is cloth

theapy which is a genetic therapy that I

don't really understand and these four

things can start to generate more of

these things inside your body so then

I'm like getting excited I'm like God I

have these problems maybe I can

regenerate different parts of myself

whatever and so I'm talking to my doctor

at UCSF because I'm going through my own

serious problem where I'm like my left

leg is like a half an inch shorter than

my right leg and I'm running on the

treadmill and I'm always ripping my

achilles ripping ripping and all of a

sudden my achilles looks like it has a

dut and in fact I went to UCSF and

there's like an MRI you know well how

many of you have had an MRI raise your

hand so you know what as horrible it is

anyway you get in this big machine

they're looking at my Killers they're

come out they're all like this oh sorry

about this really horrible and I'm like

so I kind of took this thought and I'm

like talking to my doctor I'm like why

can't we like do use some of this figure

out what we can do so he's like all

right I'm come back on Wednesday so I

come back on Wednesday at 5: CL you know

I'm in Mission Bay at UCSF and I'm like

hey Anthony where is everybody we're

going to talk about it come into my lab

so I come into the lab they've got like

a centrifuge there all this stuff going

on I'm like well this is interesting

it's like did you work out today yes I'm

work out do you're following the P4 I'm

doing it okay this is what we're going

to do it's going to be very

straightforward because we have two we

have two things we can do with you mark

number one we can just take your kill

and we bring you into surgery right now

we'll just shave off half your Achilles

and then put you in a boot and see where

you are in 6 months I go doesn't sound

great second idea what we're going to do

is we're going

to we're going to take a scalpel B right

here we're going to cut into your

Achilles like 20 times and into your

ankle I'm going to take your butt I'm

going to spin it I'm going to try to

find the pf4 in your plasma I'm going to

inject it into your Achilles and into

your plasma slice into it with my

scalpel I go sounds great goes one

problem I go with that we don't use

anesthesia to do that why because it

destabilizes the PRP and the plasma and

all the pf4 and all that I'm like let's

rock let's rock so he did the whole

thing and then boom like an I'm like a

salamander they grew me a new Achilles

right in place so that thing that you

just heard that is real

and you know it's pretty awesome what

can what and uh it's yeah I have a

question for you um so if he can sell

three billion into his startup I should

probably start I'm ready to go got the

pitch did do you ever consider that you

missed your calling as a scientific

researcher definitely not definitely not

you're happy with the choices you made

well no that's an incredible story so

you are one of the first to actually try

using the yamanaka factors on yourself I

wouldn't think I'm one of the first but

I think that it's very real and it's

going to going to have a huge impact on

our whole on our lives and I think that

we should be supporting these medical

researchers I think it's it's one of the

reasons that I've you know put almost a

billion dollars into UCSF of

philanthropy because I believe in these

people who have absolutely yeah they've

dedicated their lives you know to basic

science and doing and meeting them they

so inspiring to me and like I just had

lunch with yamanaka and salval and

Anthony Luke and another incredible

researcher Mark moiser at my house and

like we're talking about the

intersection between oncology and

regenerate medicine which is like two

completely different worlds that don't

talk to each other and it's what

inspires me that you know we can you

know work with others to kind of get

give them the entrepreneurial push to go

do something incredible and these people

are just awesome each one is amazing

that is that is incredible so let's

shift gears and talk about something

else nice coincidence with the yeah no

it's incredible it's a great story I

know you you're very philanthropic and

do a lot with UCSF so uh kudos to you

for encouraging that type of research uh

let's shift to to another thing that's

having a huge impact in our lives which

is the cloud and software where you were

a Pioneer you started Salesforce back in

1999 25 years ago 25 years ago and how

long have you been a public company for

at this point

24 to 20 years 20 years and one of the

things I noticed count 80 earnings calls

yeah well actually speaking of earnings

let's here let's see if we have this

slide do we have earnings well first oh

yeah oh boy what's what slide is that

this is your stock chart over 25 I think

25 years 20 years yeah you're almostly

your all I guess there's no linear

success exactly right yeah really good

point yeah we had a keep basically had a

bubble we had a bubble inate 21 we had a

huge correction in 22 there was I need

to make a note of that we should talk

about that but you're your basic back to

where you were this is one of your

tweets actually this is one of the

things I appreciate about the way you do

earnings calls is you just put out this

really simple tweet and it just and it

shows a

progression and if you know if you like

looking at numbers the way I do and

seeing patterns in them one of the

things I noticed a while ago was that if

you start at the bottom and work your

way to the top that Salesforce is

growing by about 20% a year and if you

look at it over 3 years that's roughly a

dou

so every 3 years Salesforce was doubling

and that means that over a decade it's

growing 10x and so every decade is

basically an exponential if you can

stick with it long enough that was one

of the patterns I noticed with sales

look I I think that you know that the

growth obviously is incredible to 38

billion and obviously the cash flow is

incredible you know it's more than C

Coca-Cola did I think last quarter and

the margin is incredible but let me just

say probably the best decision we made

in not on the slide which is the day we

started the

company um we put 1% of our Equity 1% of

our profit 1% of our product 1% of all

of our employees time into a 50613

foundation now at the time it was very

easy because we had no employees we had

no equity we had no profit we had no so

wasn't very complicated but that idea

though really kind of created the

foundation of the company because we're

able to do now and I think you know the

numbers right where you know almost 10

million hours of volunteerism we've been

able to give away almost a billion in

Grants we run almost 100,000 nonprofits

and NOS for free on our service and I

think it really set the stage that

business could be the greatest platform

for change when it came for Salesforce

it un it gave it that philanthropic

platform so is there two billion in

equity sitting in that 501c3 at this

point a lot well there's more I think

there's about a half a billion in the

foundation and a lot of has been already

given out and then we give out more

every year and every month every day

whatever but like on Monday we'll give

another $25 million approximately to the

San Francisco and Oakland Public Schools

and that is you know we've given them

about $150 million I mean it's it's

obviously I went to Public Schools it

was very important to me but all my

mother was a teacher in the San

Francisco Public Schools but also our

employees you know have 75,000 employees

their kids are in the public schools and

so it's a key part of our Mantra and our

culture that we're trying to support

public education I adopt a public school

I really think that each one of us can

needs to focus more on the public educ

education system in the United States

it's something I encourage in not all my

employees but whenever I do a

presentation I'm like you know my public

school is like a block for my house

procedo middle school and I just went

down there and knocked on the door and

they're like who are you and I'm

like what do you how can I help you and

what can I do to support you they need a

new playground they need this they need

that and maybe they just need some me

some support moral support um but uh

it's been a great thing to really anchor

the company in those values and I think

it's an important thing uh for every

company so what did you think when you

saw that open AI started with a non

profit not as 1% but as 100% but then it

became a for-profit what did you think

of that Innovation confusing I you know

I mean 18,000 companies have now

followed our 111 model you can find out

about it at pledge

1.org that other model I don't really

understand I think we've proven our

model this is important you know we came

out with three models the cloud model

which you also have been part of that

the subscription model you've also been

part of that and the philanthropic model

and you've been part of that and those

ideas that we're doing three models

that's continues to be the fuel for the

company and extremely important and I

think that for a lot of these companies

that have followed us that have gone

onto scale and have had huge IPOs and

whether it was slack or whether it was

at lasan or whether it was eilo or

whatever they have these huge

foundations and have had huge impact and

business can be the greatest platform

for change and you can do a lot with

your business and you you know we are

all building great products okay that's

great and we're selling them that's

great too but we can also do a little

more with our business and we can use it

in a positive way and try to move the

world maybe a little bit more in the

right direction okay so let's talk about

the cloud part of that Innovation where

do you think we're at right now I mean

is it it's is it all AI all the time how

how are you thinking about it we're at

the precipice of the greatest moment in

the history of enterprise software and

of cloud computing there there's no

question we you know I had a moment I

would say more than a decade ago which I

call my kind of AI freakout moment where

I really felt I mean maybe it's you know

obviously we've all spent how many of

you watched Minority Report all right we

saw that movie and what about war games

War Games anybody remember that from

okay uh

her um yeah we all saw these movies

Terminator Okay that one's a little

scary but we all seen the movies and you

know like Peter Schwarz who wrote or was

a key part of writing Minority Report

and um also war games uh you know as our

chief futurist at Salesforce and a

decade more than a decade ago I had this

moment where I was like okay this is

really happening here we go and bought a

bunch of companies and put together

Einstein and Einstein has done amazing

you know it's doing trillion

transactions trillion and a half

transactions a week predictive

generative I really thought okay this is

was going to be the moment but now I'm

really convinced that we are now really

at the moment right now where enterprise

software is going to be completely

transformed with artificial intelligence

and we're going to see it and obviously

I'm getting tuned up for dreamforce

which is going to be Tuesday of next

week how many of you are coming to

dreamforce not enough

anyway sad these aren't my people I'm

leaving now

well it's good you well they look but no

let me just tell like since you're not

going to be there let me tell you what's

going to

happen thanks for being part of my team

anyway number one

is you know we're going to you know we

really see a moment right now where we

are 100% focused on one thing and one

idea and I can tell you why that is if

you're interested but it's agent force

and agent force is the most exciting

thing I have ever worked on in my

career um it's the culmination really of

everything that we've done at Salesforce

because to make agent force really

deliver we had to have all of our

customer touch points wired up which we

do we have to have an Amalgamated data

Cloud because we need the data

especially to achieve the AI accuracy

and the metadata as well and we have to

have the agents it's these three layers

that are really going to deliver this

next generation of capability and I was

just with Disney last night and Disney

has agent force they have the newest

version which we call Atlas which is our

most accurate not just model but we have

an extremely unusual technique that

we'll talk about and Atlas delivers for

for Disney for their cast members which

are their employees through extremely

complex uh problems that it's solving

for them more than 90% accuracy and

almost no hallucinations and in some

cases 95% accuracy and almost no

hallucinations and that idea that we can

kind of come into a very difficult and

complex and sophisticated data set now

with now with Disney if you go to

disneystore.com that's Salesforce if you

go to the Disney parks do you still go

to Disneyland sometimes yeah okay you

ever get a Disney guide sometimes yeah

it's great because you get to cut around

the lines and all that how many of you

have done the Disney guides thing we got

like a lot of poor people here

actually sad anyway she get these Disney

guides cuz they're like get you around

the lines you got do 30 rides a day and

it's much better than having to wait

okay but

anyway Disney guides run on sales force

they just SL they have slack too they've

got we do disneystore.com we have Disney

plus because you know the service now

like fell over and we had to like

replace that inside the Disney plus call

center we have we're do the Disney

Cruises and the Disney real estate and

we have every Disney customer test Point

all wired up so The Amalgamated data set

that we have around Disney is awesome so

when we can take that Disney data set

and then we apply Atlas and agent force

okay so how do you define we are able to

deliver a level of accuracy that has

been incredible and I've got a couple

more examples I can tell you that are

just blowing my mind and I never thought

it was really possible but now it really

is go ahead yes well I just wanted to

you want me to ask you a question

also no no no um what do you mean by

agent because we're starting to hear

this term a lot but I think a lot of

people here may not know what that means

in the context of AI did you see the

movie The Matrix yes I did so are we

talking about agent Smith or what are we

talking about well we're at some level I

mean I think like I'll give you an

example that you know um we're working

with a large medical company not so far

away from her Kaiser they've got 20

million patients they have a super

complex data set they have all of the

data from epic they are the largest epic

customer in the world and more than 90%

of all patient inquiries and scheduling

requests and schedule my doctor schedule

my CT scan my MRI my this my that are

being resolved by agent force and Atlas

that idea that we can resolve through a

autonomous agent a deep and complex

customer interaction is a breakthrough

thought obviously we have to do a few

things to make it really work for our

customers number one is it's got to be

trusted because our customers Trust

we're running the largest banks

insurance companies media companies cpg

companies blah blah blah blah blah in

the world number two is it's got to be

easy for them it can't be some separate

team that they're going to spin up it's

their existing Salesforce team it's

happening within the Salesforce platform

it's got to be open it has to have be

able to work with and interoperate with

other systems it's going to have to be

multimodal so it's going to have to

speak to them and have voice and video

and do all of those kind of incredible

capabilities and one other key thing

because evidently the humans have not

gone away the doctors have not gone away

from Kaiser and the cast members have

not gone away from Disney and on and on

so we're going to have to handshake

seamlessly with our apps so even though

we have all these apps and we've wired

up all these customer touch points the

agents are autonomously interacting with

and building the data and metadata and

extending it and by the end of this

month we'll have more than a thousand

customers on our agent force platform

the efficiency and productivity that

we've been had with agent force is like

nothing I have ever seen with any of our

customers or technology in the history

of software but there's a second point

it isn't just about this kind of ease of

use it's that that they have the ability

to do things that are truly astonishing

and that is also generate Revenue so

they can go out and like on a day like

today like it's 10 something degrees

outside or if you been out there it's

pretty

hot and Disneyland may not be as full

today as it's going to be and they knew

that was going to be true two days ago

that a heat wave was coming Disney can

proactively go out to their consumers

and their customers and say hey come

enjoy the heat with us all you know

Disneyland and we're going to give you a

special promotion or Price or contest or

whatever it is to come to Disneyland so

we want to be able to proactively go out

and generate revenue and we also want to

be able to kind of bring that customer

service in I think last night I had

dinner at Beverly Hills at the grill

have you been there great right cream

spinach well I did something different B

what do you want what do you prefer um

well I like like potatoes you know

potatoes okay po you know any kind of

potato you like any kind of potato baked

potato steak fries all so I'm on Open

Table Right anybody here use Open Table

not it's very weird group

anyway

so oh I'm using anyway you can use Open

Table to make restaurant

reservations and there's 160 million

consumers on Open Table they're not in

this room but they're somewhere and

they've got also 60,000 restaurants and

they've got a lot of complex issues you

know in regard you know I didn't get my

table or my food wasn't right my potato

didn't get cooked whatever it is these

things are going to get worked out but

also all of a sudden the restaurant's

like oh look we're not as full tonight

as we want to be and we're willing to do

let's go out to our customer base and

bring them in but let's do it through a

complex conversation you know an

empathic conversation as an agent with

our customers I think it's going to be a

rocket ship okay so so how long will it

be until when you call a customer

support center you're talking to an AI

that sounds like a human and you can't

tell the difference are we there yet or

we're there yet we are already at that

point we already have that live and we

will have that scaled for thousands of

customers before the end of um live for

with thousands of customers live before

the end of this year and we just I just

demoed it I was just just at a

conference and spoke uh mile couple

miles away from here at KPMG and we

showed them that exact situation where

you know through you know we used to

call you know this kind of voice

response system whatever but you would

kind of hit a wall pretty quickly with

your Bot you know but these aren't Bots

these are not the Bots you're looking

for these are like we're really getting

to like another level capability and I

think that it's pretty impressive and I

think in the example of Disney you know

Google has some great products I know

Serj was here yesterday and they've done

a great job with AI as you know but in a

head-to-head Benchmark of sales forces

agent force against Google's AI uh we

twox them on accuracy and the reason why

is we'll explain it next week um you

know it's a couple of things not only is

there our NextGen models but it's also

new techniques involving Next Generation

retrieval augmented generation rag

techniques that no one has seen before

and it's really incredible what's

possible so you're kicking Google's ass

I'm cool with that well they're good

partner also customer and I love them

but yeah it's it's competitive just yeah

let me keep let me keep holding on this

we're trying to all make AI a little

more accurate and a lot of less a little

few less hallucinations along the way

let me give the audience a little update

about something we just heard at open AI

they just did a a a day where they

brought in relatively small number of

investors and kind of give gave us all a

update on their product road map and it

sounds kind of similar because

everyone's moving in the same direction

so there are three big takeaways number

one was that they said that llms would

soon be at PhD level reasoning right now

it's more like a smart high school or

college student in terms of the answers

we're going to be at the next level

shortly behind that is agents like

you're talking about and then third and

closely related is that agents will have

the ability to use tools and a tool can

be a website so if you think about it

now you've got this llm it's really

smart it's got you know it's like a

PhD it you can give it an objective it

will break that objective into a list of

tasks and those tasks can include using

other pieces of software and thanks to

things like open AI just launched the

audio API which developers can use it's

in private beta we have some companies

using it the llm can now basically

pretend to be a human and you know

there's it won't be hard to find a piece

of software to enable a phone call so

you can imagine telling a a personal

assistant agent that and it could be you

know it could be open table that hey

book me book me a a dinner reservation

at the grill and it could place a phone

call on your behalf and actually talk to

the grill it could also go on open table

and just use open table and book it but

if for some reason that didn't work it

could literally place a phone call on

your behalf and the person picking up at

Open Table wouldn't even know that your

agent actually isn't a human it's an AI

but here's where I think it gets really

crazy is when the phone gets picked up

on the other end that could be an AI too

pretending to be a human so you could

have two AIS pretend to be humans

talking to each other and resolving

tasks on your behalf and I I literally I

think that's where it's at it we're

definitely moving in this direction but

there's a cautionary tale here and I

think that I'll just tell you the real

world experience with my customers and

what I'm the problems that I'm trying to

solve for them I I think in the last few

years we've kind of heard and you know

some of it has come from open AI but

especially from Microsoft that we're in

this co-pilot world and these co-pilots

have universally failed the level of

accuracy the spillage of information the

lack of trusted environment co-pilot has

been a complete disaster

and that idea that this kind of amount

of Technology got you know released and

sold into these very large customers

telling them that the all promise of AI

is here but didn't do it in a trusted

way didn't do it with the level of

accuracy didn't do it with the level of

security needed and one of the things

that was interesting because I was with

one of the customers would trying to do

this exact technique that you're talking

about which is a large

telecommunications company in

Seattle and what this company did is

take model of nope going to just tell

you training a model retraining a model

building their own model Mark we have to

have our own models we're going to DIY

it we're going to DIY our Ai and it's

going to be awesome then we're going to

write our own agents and we're going to

do this we're going to do that the other

thing and I'm sitting there and I'm

going through it and whatever and I'm

then I finally I'm like now show me your

benchmarks and show me all these

different pieces and and you know for

them it's a bit of a science project and

I've seen this now with a number of our

customers that they're kind of DIY and

their Ai and you know DIY I think it's

fine if you're like Neil Young and it's

homegrown and it's Canada and it's you

know Ontario but this is not what you

should be doing with your artificial

intelligence but what are you guys using

as your foundation model is it llama 2

like what do you guys use we have a lot

of our own models our own techniques our

own and then we let you bring in the

model that you want but we are all about

achieving your accuracy because what

I've seen with these kind of approaches

especially the one that you just

outlined is that yeah you can get maybe

30 or 40% accuracy you know in this case

this customer is 25% you had somebody on

the stage yesterday I won't tell it is

who's a common friend of both of ours

who tried to take this approach for a

large telecommunications company that he

owns and he said he was getting about a

25% accuracy with this homegrown model

and I'm like why are you doing that

instead in our platform the platform is

building the model for you you're not

having to train and retrain your own

models you're building your own models

in our platform and we're going to

deliver much higher levels of accuracy

for you and we're going to deliver AI

this is the AI that you want this is

this next generation of AI and I think

that we'll have to prove that with

benchmarks and with bake offs and to

show customers because the promise is

amazing but at a very deep level

customers are going to need you know

what you and I have done for the last

you know 20 years of our life which is

build professional Enterprise software

and delivered to them and a capability

And in regards to an agent running

enterprise software I mean you just saw

like that was the

fundamental business model of adept

which was David Lewan's company you know

and that's he built gpt3 then he left

open AI to start Adept and this idea to

build agents that are going to drive

apps I'm sure that all of those things

are going to happen but again you have

to get to a level of accuracy because

everyone in this room and you and I

we've all had this experience where on

these models and it's like this is not

really more than hallucinations and

that's no good or as we say here in Los

Angeles no es bueno when it comes to

okay Kaiser and you're dealing with

health care you know when you're dealing

with health care and you've got a

patient and you're reading their medical

records you better be delivering more

than 90 or 95% accuracy because the 50%

accuracy thing is no good well I can see

you're ready for dream Force I'm trying

to go find it I'm testing mat out here a

little bit what do you guys think I'm

like are you are you guys excited for

the rise of Agents yeah it's going to be

a really big deal I think that

everything we've seen so far with llms

has been again about reasoning and and

generating but with agents the AI is

going to be able to take actions and and

they're going to know how to use tools

which until now it's been some the only

human I got to tell you a really good

story because you're like inspiring me

around uh you know Steve Jobs had a huge

impact on my life and at I worked at

Apple in 1984 when I was a I was uh in

high school and coming into college and

I was an assembly language program I

wrote the first Native Assembly Language

um on this Macintosh know the 68,000

assembler and sitting there in the cubes

and Steve is running whatever it is and

thank God you know I have this

relationship and influenced me so much

in my life and then called me on a

series of times and after I started

Salesforce gave me really key advice

anyway it was 2010 and he calls me come

down here I need to talk to you I'm like

what the hell what did I do this

time so I go down there to his office

and I always bring a few Salesforce

employees with me and I've got some

great folks with me and we're sitting

there and he's like I'm going to show

you this and I'm like all right let's go

and he brings out the iPad and he's got

two of them he's got the big one and the

small one

and he's like yeah Mark here it is you

know but I don't like the small one I'm

only going to have one size you know

that I'm like yes sir and he's like uh

listen you know I've been working on

this concept for a long time and you

know in

2007 um I introduced a iPhone and you

know I said thank you for sending me one

I love it it's great like but do you

know why now we're doing the iPad I'm

like no because I know you had that too

in 2007 oh yeah but you know what the

real situation here is that couple I'm

like what is it Steve he's like we only

have one a team here one a team so we're

only focused on one thing at a time and

then he lays out like five or six

products on his coffee table and he goes

and we will never have more products

than can fit on my coffee table and I'm

like well that's really awesome and he's

like I've been focused on 2007 on the

iPhone and now I'm gonna zero in and I'm

only going to do iPad one focus at a

time remember that Mark that's the way

you need to rent

Salesforce and I'm like okay is that why

you brought me down here yes you may

go and and that's how I feel right now

about agent force this is all I am doing

just try to take our company you know we

have a great company 38 billion Revenue

75,000 employees hundreds of thousands

of customers and one Focus agent force

this is the because of what you're

saying this is the moment this is the

greatest opport opportunity in the

history of enterprise software and it

must be executed with absolute Acuity

and excellence and that is what I think

we all need to

do you know so so I agree with you I

mean I think the agents are going to be

huge and Elon say something kind of

similar to the other day um he said we

was we got him talking about Optimus you

know his his robot heard about the farm

animals I didn't know about the what was

was there another part of the

presentation he said well he was talking

about he's talking about Optimist and um

oh you the the thing thing about these

jokes are all each one is kind of dying

very fast it's sad took me a second to

to realize that you were talking about

his

um but now I got it okay um no he was

referring to um it's great how you bring

this humor into uh the Allin yes it's

very subtle I understand

um so what Elon mentioned that really

stuck with me is he said that humanoid

robots the creation of these humanoid

robots are the biggest Economic

Opportunity in the history of the world

the average person is he making some of

them by any chance he is but well it's

kind of like you saying that uh agents

are the biggest opportunity in the

history of Enterprise sofware let me

write that down thank you for letting me

know that it's it strikes me that

there's something similar here which

isan is a good salesman is that your

point well I'm I'm saying there's an

analogy here between he didn't give you

the regenerative pitch is that my

well no what here me the point is this

is that is that where we're going with

AI is it's going to be able to take real

actions and in the case of Optimus is in

the physical world and it's going to be

the brain for these humanoid robots in

the Enterprise it's basically the brain

for these agents I think these things

are actually pretty they're on Parallel

tracks I wouldn't say they're competing

and these are the droids you're looking

for so I think anyway I think that uh I

I think you're right about this

opportunity and what I'm saying is I

think it's analogous to what Elon is

seeing with robotics I think there's no

question and I think that for our

customers they're going to augment their

employees they're going to make things

lower cost they're going to increase

their revenues they're going to increase

their margins we're going to take some

customers and just turn them into margin

machines and I think that the

opportunity in the Enterprise is

unbelievable he's also directly

addressing the consumer Market which I

think is very exciting obviously he's an

expert in that area and yeah we're about

to move into this new world of AI of

droids of all these things and you know

it's a bunch of waves of you know where

you know look technology is getting

lower cost and easier to use it's a

Continuum and we're all rioting that

Continuum this is extremely important

but also what's very important is

especially as we move into this we all

have to think about what are the values

that are going to guide this technology

because each of us have seen the movies

we all watched the movies that was the

one place where I got the hands to go up

right so we know how it can go really

wrong right everybody saw that part of

the movie so what are the values what's

going to be really important to us will

it be trust is it customer success is it

Innovation is it equality is it

sustainability is what are the values as

we kind of guide into the next level of

the future because those core values

that we need to manifest and really

focus on that is I think still out there

as a major discussion item it's got to

be figured out and that is why we're

very lucky that you are one of the great

Visionaries of our industry because

you're not just a great entrepreneur and

CEO but you're a great human being so

thank you

Mark thank you