EP 127: Marc Benioff (CEO, Salesforce): the Future of Digital Labor & the Agentic Era

**Logan Bartlett** (4:53)
Yeah, no, I'm curious, I feel like a question a lot of folks are asking is just a timeline toward some of the sujantic revenue and kind of that larger tam that you talk about. I'm curious, as you think about a few years out, two, three years from now, what do you think the relative split ends up being of this digital labor revenue versus different types of traditional software revenue? And then even looking at a decade from now, where do you think that goes? I like to cram them in. And you have these great case studies. Similar to what you've done internally, I feel like you've published with Disney and Wiley and all these folks, some really impressive outcomes of using Agent Force.
I think what you're saying makes total sense, like, you know, for the... Someone's gotta do it. I mean, it makes total sense that the human support rep that is gonna take the handoff from the AI agent certainly needs something like Service Cloud to be able to navigate this. How do you think about, as more and more just AI agents are doing some of this work, and maybe at some point we get companies that outsource all of support to AI agents, what do those agents themselves need? I mean, do they, does the tools that they need to log into or get access to, or be able to get the information they need, does that look like service cloud or is that something different? I'm sure it's something you thought about a lot. I guess I'm curious, as you kind of zoom into the future a little bit, it seems like today, there's a bunch of enterprises that are adopting these support agents, and they're talking directly with customers. In the future, not to beat her analogy to death, but I imagine consumers may have their own AI agents that are talking back and interacting with that. And where does this all go? And what does that mean for the agents that we actually build? Well, given that we're VCs, a blank calendar might be the right answer there anyway. So I'm clear if that was correct.
Yeah, one thing I was struck by when you were talking about watching Jensen's keynote was you mentioned these different products that were in the world of the Adobe and how there's all these startups doing that. And I feel like in the VC world, we obviously see a bunch of upstart competitors in, we'll take customer support, for example, and there's your former coworker, Brent Taylor's company, Sierra, there's Dekagon, Maven, folks that are focused singularly on this agentic problem. How do you think about that and where that space evolves? And do you think some of these other folks are maybe betting that this like, her moment is sooner than it sounds like you think it is? Yeah, it's really fun.