Speaker unverified: evaluation

Transcript context

…ow I'm like hey we're going to move your whole infrastructure forward rebalance your head count the way I'm rebalancing mine change your business KPIs and you're going to come out the other side as an agentic enterprise. We kind of touched on it there and also when you were talking about the startups of the young kids going through why see these days but it does seem as a private investor there is a different rhythm or cadence that it seems the AI first companies are operating under and I think to some extent when your world around you is changing so quickly it forces an internal culture of change to be much more material in a meaningful way than like more traditional businesses I guess outside of adopting agent force in mass and you know all the good stuff that you guys bring to bear up and down the stack are there are there things you've learned about how to change the speed of of moving a bigger organization that's gone through changes in the past but now has to operate at the speed of the competitors that were founded in the last couple years. Yeah I mean before talking to you I actually spoke you know to a company that I helped start in the AI world Richard Socher used to run Salesforce research you know has this incredible company called View.com and it's an AI first search company it's amazing it's scaling incredibly well it's just does incredibly accurate search based capability you probably have it on your phone if you don't it's pretty awesome they also provide an API approach which is widely consumed by some credible companies gives them a search infrastructure you know powerful and another example is I have another company called Artera which is an AI first company and that company is doing prostate cancer diagnostics got just got an FDA clearance it's about to do breast cancers do other ones and these are in my private venture portfolio you know which is time ventures so when I look at what Salesforce is doing what I'm looking I'm doing I would just say it's very similar you know you have a great entrepreneur you know so you have Andre Esteva who's running Artera you have Richard Socher is running you.com they're visionaries they're experts by the way both of them use tour both of them are in Salesforce both of these to work together in the AI world they have a clear vision of what they're trying to accomplish one is doing you know next generation search through an API the other one is you know trying to provide democratizing high quality healthcare globally through AI it's leadership it's vision you know what do you really want what is your outcome where are you totally passionate and totally focused about what you're doing nothing is going to replace that and then the core values that they're building their companies on you know is it about trust is it about customer success is it about a vision and innovation I would say that when you're running something like how Andre's running which is you're in like the most sensitive aspects of somebody's life you know which is their cancer diagnosis I would say that that's something where all of a sudden you know you better have be completely buttoned up as a company and have the aspects of somebody's life you know which is their cancer diagnosis I would say that that's something where all of a sudden you know you better have be completely buttoned up as a company and have the highest level of trust and capability and so your values matter so your vision matters your values and then your execution matters the quality of your team matters how you are actually making things happen day-to-day matters and also are you rapidly resolving obstacles and what are your KPIs are you scaling your revenue both of those companies are scaling their revenue really aggressively like you need to scale your revenue and go because others will come for you well this has always been true and you know I've been in Silicon Valley my whole life I was born in San Francisco I grew up in the peninsula in Hillsborough my whole life has been in Silicon Valley and all the great entrepreneurs and all the great venture capitalists have proceeded us you know from the air of Arthur Rock and Sandy Robertson was one of my mentors you know to the great investors and entrepreneurs of today you know they have more things in common than different and one of them is you know you better go and you b etter go faster and you better go now I guess as we wrap one thing that I get asked a lot and I'm curious your perspective on this is like if you're a young person if you're 22 years old graduating college or whatever interested in entering a field in some way shape or form and AIs changing so much eight years ago I would have said just go get five years ago I would say go get a CS degree and you know that'll benefit you no matter what you go do and now I'm not sure my council would be the would be the same anything you would give to someone that's maybe in the early part of their career and trying to figure out absolutely oh I told you I just met with this cool startup that's NYC with these two 18 year old founders you know that is amazing and and then I have two to interns from Stanford working in my office for the summer and hey create value create value and deliver deliver or something different and create something amazing and these kids I don't know you know these kids they're they're AI natives they're authentic natives they're not digital natives you know like they are they know intuitively what's possible and where this can go and then they're looking at my business process my product lines my capabilities and say and actually here's your gap and this is what can get filled in so that's very powerful and we need these people and I breathing these studies well we're not sure if we're going to hire these kids from college I mean what a mistake for companies not hiring people from college or bringing in new talents or bringing people in at that age I mean that is where the real value and the insights and the energy is going to come from I guess one last one before we hop so you've been the CEO now sales force for 25 26 years you've seen every cycle that at least in my lifetime from dot com to mobile the cloud AI do you have a contrarium bet that maybe people look believe you've been the CEO now sales force for 25 26 years you've seen every cycle that at least in my lifetime from dot com to mobile the cloud AI do you have a contrarium bet that maybe people look believe about AI today that we're going to look back on in five years and it's just going to be patently false well I think that there's you know unfortunately we have this kind of clarinet you know I would say reality distortion field that could create it around the time we've talked about a year ago we're all of a sudden the sea of carna seems like a very new sky I've never met I've had one I'd seem wonderful but his messages changed like 10 times and 10 months and the stuff that he said was truly he's kind of walked back is not true I see on the other side there's people in my industry even some of my peers to talk about the end of apps or the end of crud day you know that enterprise apps are just crud databases it's like whoa I I just think that there's a lot of kind of crazy things I mean I think even some of the talk about AGI may be a two augmented that you know these large language models are really amazing but they're not AGI and I was like this this weekend I was like figuring out how might communicate this to people because we forget these large language models these are relatively finite algorithm sets with regular relatively finite data sets and those two things provide you some functionality but not all functionality and as evidence of that there's this really cool medical study now that our brains start to create immune cells when we're near sick people and as jokie dot twitter well I kind of missed that feature you know gpt 5 I don't think it does that quite yet so we still have an advantage but I think at some level because you're talking about these finite algorithms and finite data sets which is kind of what all the AI is built on these the same data set these LLMs which is why they're all kind of seems like they're hitting this upper limit where you can see like gtp 3 or 4 might have been more revolutionary maybe gtp 5 is more evolutionary you know that there's still some cool things happening but it's not these big transformational leaps I think that we could kind of then make a statement of you know where we're going to need another set of models and another set of capabilities before we get that next set and that when you're dealing in the finite like the finite data and the finite algorithms we're infinite you know we're infinite beings we have the ability to have a level creativity and inspiration and insights that's beyond that that's why that example of like hey we're creating an immune we have an immune system you know we're creating immune cells we don't even realize we're creating immune cells we're tapped it into a level of energy and capability that's beyond the finite data set so I think we have to keep that you know front of mind that we I think we still are an important part of this world that we're in it's an optimistic note in on mark thank you for doing this it's great to see you again Logan I hope you're coming to dream force…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.