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cover of episode Ep 52: Marc Benioff Responds to Satya and Unpacks the Agentic Era

Ep 52: Marc Benioff Responds to Satya and Unpacks the Agentic Era

2025/1/10
logo of podcast Unsupervised Learning

Unsupervised Learning
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Jacob Efron
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Marc Benioff
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Marc Benioff: 我认为数字劳动力市场是一个巨大的机遇，Salesforce正从信息管理工具提供商转向数字劳动力提供商。我们已经开发了Agent Force平台，并已与数千家客户签约，交易规模从小型交易到高达8位数的交易不等。我们的AI代理准确率达85%-95%，但仍需要与人工支持深度整合，以实现最佳的客户成功。我们已经将AI应用于Sales Cloud、Marketing Cloud和Commerce Cloud，甚至我们的网站也添加了代理层。我认为Satya Nadella关于AI代理将取代核心SaaS工具的观点是错误的，因为微软在AI领域的进展令人失望，而Salesforce已经向客户交付了大规模的代理式AI平台。即使在UI-less的世界中，系统记录仍然具有优势，因为AI代理仍然需要与人类和现有的SaaS应用进行整合。目前AI代理并非完美，AGI尚未到来，企业软件需要结合人类和AI代理共同工作。Salesforce的单一代码库架构使其AI更准确，这是其竞争优势。全球劳动力短缺是推动企业采用AI代理式技术的重要因素，Salesforce也在利用AI提高员工生产力。企业应该承担员工再培训的道德责任，这也有利于企业自身发展。AI监管需要在促进创新和避免风险之间取得平衡，我们不希望看到AI带来灾难性的后果。 Jacob Efron: 我们与Salesforce CEO Marc Benioff进行了一次有趣的对话，讨论了AI的商业应用、AI代理对企业的影响以及他对微软AI策略的看法。 Logan Bartlett: (无明确观点，参与讨论)

Deep Dive

Shownotes Transcript

In this cross-over episode with The Logan Bartltett Show, Marc Benioff (CEO, Salesforce) responds to Satya Nadella’s recent predictions and shares his thoughts on the current reality of Agi. He dives into the rise of digital labor, the multi-trillion-dollar potential of agentic technology, and what the future split between software and agentic revenue might look like. Marc also discusses why CEOs need to stay grounded in delivering actionable solutions, and he emphasizes the moral obligation businesses have to retrain employees and invest in communities as AI continues to evolve.

 

(00:00) Intro

(01:45) Salesforce's AI Impact on Business

(03:03) The Future of Digital Labor

(05:28) Agentic AI and Customer Success

(07:42) Salesforce's Competitive Edge

(11:48) Marc Benioff's Response to Satya Nadella

(14:16) The Role of AI in Enterprise Software

(20:14) The Balance of AI and Human Labor

(28:34) Salesforce's Philanthropic Efforts

(36:24) The Future of AI and Regulation

(40:24) Conclusion and Farewell