Andrew Lee: belief

Transcript context

…So what happens to something like a Salesforce? They would obviously fall into that and they just made this big move to go headless. But I wonder if, you know, payments is like, yeah, there's a lot of depth there. There's a lot of compliance across the jurisdictions. There's a lot of risk management. There's, you know, it doesn't seem like it's coming anytime soon where a general purpose agent would like eat that. Salesforce, on the other hand, though, I'm like, what is it really? It's kind of a schema and it's a very, very complicated schema that sort of came from the era when you could only maintain one, so you had to make it fully general across all your customers and everything they might plausibly want to do. But most people don't need anywhere near everything that Salesforce has built for them to possibly want to do. And so it does seem much more realistic for many people to like have TaskCode whip it up for them, right? I think Salesforce is in real trouble. I think a huge amount of the code that they have built up over the years is probably obsolete. I think the value of being a system of record in a world where you have agents goes down a lot because like moving data around between systems suddenly gets a lot easier. I think there's probably still many sort of like headless things that you can do that are pretty useful, but the ability to build competing products, it's gotten a lot easier. They have a lot more competition 'cause you can now vibe code some of that stuff. And so, yeah, a huge amount of what they built is obsolete. It's now easier to move to competitors. There's gonna be more competitors. So I don't think they're gonna die, but I think you're likely gonna have a much smaller sales force in the future than you do today. It strikes me that like system of record and just kind of like really reliable storage are not the same thing, but like really reliable storage is like a key part of what drives system of record value. Like I have had instances in my personal cloud code local AI productivity stack development process where it has, in fact, dropped a bunch of data. I'm trying to export stuff out of Slack, for example, and it realizes like, oh, we didn't quite export it right the first time. I'll just delete everything and go try it again, not realizing that it was so rate limited that that actually took like four days to export what I previously exported. And so I certainly value the fact that Slack is not about to delete all my stuff by accident. But that also sort of suggests that there's maybe an opportunity for the horizontal platforms to, and I know you're a database guy historically, right? So is there an opportunity or a paradigm shift where the horizontal platforms say, here's why you can trust us with your data, even if the agents make mistakes or even if there's sort of a, this or that kind of goes bad, we're going to have some sort of snapshotting rollback durability guarantees where mistakes can't lead to data loss. It seems like if you could make that guarantee for people, they could like get much more comfortable with the idea that they don't necessarily need Salesforce anymore.…

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