Marc Benioff: evaluation

Transcript context

…Very cute. As you talk about all this, I imagine many people are thinking, "Oh shit, we're not going to have as many people working. What are we going to do with our jobs? AI as agents." I know anything you say could be taken way out of context and just like, "Marc Benioff says everyone is not working," but I guess just... I know you've said you're not going to be hiring as many engineers next year. I guess anything there to help people understand how the workforce will change in the future? Well, I can tell you about my own company and what I'm telling my own employees, which is that, yeah, we're going to have to rebalance some of our workforce because you can see it in the numbers I just gave you which is we need less support engineers because we have a robotic support layer with Agentforce. So that is very real, and we all need to adapt. At the same time, I'm hiring a lot more account executives and folks to grow the company. So I just encouraged everybody on the all-hands call to think about that. Then, I just gave you the idea of healthcare. The interesting thing about healthcare though is that a lot of the jobs that I think that are going to get created just... we don't have people for, and I think there's a lot of things that we need help with in the world that we don't have people for. So I think a lot of these jobs will not necessarily get replaced, and I think that... I have a home in a small town, and in this small town... It's very much a blue-collar town. Folks are still working in the restaurants, driving trucks, working in the supermarket, and working on their homes, building, construction, gardening. Look, it's going to be a long time before, I think, jobs in the small town where I have a home will ever get impacted. But in the large town where I have a home, San Francisco, well, then I just gave you an example where I think that jobs will get impacted. So it'll be a tale of two cities, literally, and I think you will see different impacts in different places. So what I'm hearing there is support people trending down, account executive sales trending up?…

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