Marc Benioff sat down with Brian Sozzi at Dreamforce, days after launching Claudeforce with Anthropic and putting Dario Amodei, Sam Altman and Jensen Huang on his stage. Sozzi asks him about a remark Benioff made years ago, that Facebook was the new cigarette, and whether AI is the next one. Benioff says the industry cannot repeat social media, that companies and executives have to take absolute responsibility for what they build, and he names the Hugging Face accident as the kind of thing that has to be prevented.
Featuring:
Marc Benioff, Co-founder and Chief Executive Officer, Salesforce
Brian Sozzi, Executive Editor, Yahoo Finance
Timestamps
0:00 Brian Sozzi on a decade of Dreamforce, and a different tone this year
0:33 "We're in a transformational moment"
1:04 Claudeforce, AIforce and Slack, launched with Anthropic
1:37 Jensen Huang on stage, and a Nemotron-trained model
1:58 "Jensen, we're just all following you"
3:08 The GPU, parallelism, and the board member who wrote the book
4:17 "That was 13 years ago and the rest is history"
4:36 Sozzi puts Jensen's 70% growth forecast to him
4:47 "He only has a limited set of customers"
5:44 What changed inside Salesforce in 90 days
6:02 Dario Amodei and Sam Altman both on stage
6:14 "I thought they were supposed to hurt Salesforce"
6:24 "I don't know whose narrative that was"
7:22 "There's a new browser in town"
7:39 Sozzi on the SaaS apocalypse: What are the believers missing?
7:59 "People who have interests in the stock marke
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