Part 2/7:
In the podcast, Benioff elaborates on the differences between traditional software applications and the emerging agentic AI technologies. He reviewed Satya Nadella, Microsoft’s CEO, stating that many existing applications are merely old databases that will fail in light of advanced AI. While Nadella's remarks suggest a potential collapse of many business applications, Benioff rebuffs this notion, reinforcing that Salesforce’s AI solutions are already leading the market.
He asserts that Salesforce's journey into AI divides into distinct phases—predictive AI, generative AI, and now agentic AI. According to Benioff, the latter has opened the door to creating a new class of digital workers which he estimates could capture a multi-trillion dollar market opportunity.