David Sacks (@DavidSacks) says Marc Benioff is letting Claude own Salesforce's front end, and risking disintermediation on purpose: "He is integrating Salesforce into Claude. He's willing to allow Claude to be the front end, to have the sort of the primary user relationship." "So in other words, Benioff here is willing to risk disintermediation in order to ride this AI wave because he knows it's what the customer ultimately wants." "You don't want to go into Salesforce or any SaaS application to write your agents. You want to create agents in the AI program that you're using. And you want those agents to be able to run across all of your SaaS platforms." "Why is this ultimately good for his business and not bad is because, like I said, I still think that you need systems of record. You need the AI agents to basically go to those systems, get the data from a canonical source of truth. You just don't want there to be any probabilistic variability around that." "It's not a rip and replace." "Benioff is saying that the AI is now the user interface. He's basically acknowledging that he's leaning into it." - David Sacks, All-In co-host, on the All-In Podcast episode published August 29, three days after Salesforce and Anthropic announced their Claudeforce partnership.