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Marc Benioff tells All-In he expects the CEOs travelling with Trump to the Xi summit to come back with large order books (planes, chips, soybeans).
So I expect a lot of order books to come back.
Marc Benioff tells All-In that selling top chips to China is irrelevant because Chinese models are already as competitive as US models and fast-follow within six months.
I think it's irrelevant at this point. I think that the Chinese models are as competitive as these U.S. models. And they've learned to make these models without having the highest end chips.
Marc Benioff tells All-In that the Taiwan conflict is a nonsense issue and China and Taiwan will reconcile.
I don't agree with Neil Ferguson on that point. I think that this is a nonsense issue. I think China and Taiwan will reconcile.
Marc Benioff tells All-In that top enterprise software companies including HubSpot are trading at ~2x sales despite great quarters, a level he has never seen, and calls it a cyclical re-rating.
and the market's rerated. So you mentioned HubSpot, they're trading at two times sales. I've never seen that before. They just had a great quarter.
Nasdaq since this was said: ▲ +0.1% · 26,225 → 26,253 · as of 2026-09-09
Marc Benioff tells All-In that the AI-kills-SaaS thesis is a market hypnosis not yet visible in the numbers; lots of enterprise software is still being sold.
a hypnosis around AI and, you know, we haven't seen it show up in the numbers yet. If it shows up in the numbers, maybe people will be right
Nasdaq since this was said: ▲ +0.1% · 26,225 → 26,253 · as of 2026-09-09
Marc Benioff tells All-In that Salesforce will do over $46B revenue and over $16B cash flow in 2026 with 83,000+ employees.
we'll do over 46 billion this year, more than 16 billion in cash flow. We have more than 83,000 employees.
Marc Benioff tells All-In that Salesforce will spend roughly $300M on Anthropic coding tools in 2026.
Anthropic is awesome. Like I am going to probably use $300 million of anthropic this year at Salesforce coding.
Marc Benioff tells All-In that Anthropic is a rocket ship that will not stop, praising its coding agents.
have you seen anthropic? I mean, it is a rocket ship that will not stop because you can use this product to do these incredible, amazing things
Marc Benioff tells All-In that private software company valuations are fantasy until someone pays, and such companies should focus on revenue, cash flow and profitability.
you wanna be in a private market, your valuation is fantasy land until somebody's actually gonna pay you
Marc Benioff tells All-In that multi-sensory models are the next big wave for AI and LLMs alone will not reach AGI.
So I would say that multi-sensory models are the next big wave for AI. And then, but we're still not at AGI at that point.
Marc Benioff tells All-In that the 1000x-token-demand thesis is brainwashing: most tokens are wasted and a routing layer will send work to smaller models, so AI costs fall.
I don't think that's true. I don't think that that, I think we're getting brainwashed on that.
Nasdaq since this was said: ▲ +0.1% · 26,225 → 26,253 · as of 2026-09-09
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