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TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:43 - What exactly Salesforce does?
00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents
00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks
00:44:06 - How the management and executives are compensated and incentivized
00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable
00:53:29 - Where Salesforce invests its money
01:01:24 - Whether Salesforce is fairly valued
01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
View all episodes
By The Investor's Podcast Network
4.6
550550 ratings
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:43 - What exactly Salesforce does?
00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents
00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks
00:44:06 - How the management and executives are compensated and incentivized
00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable
00:53:29 - Where Salesforce invests its money
01:01:24 - Whether Salesforce is fairly valued
01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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