Is AI about to cause the biggest workplace disruption in 25 years? In this episode of Today in Tech, host Keith Shaw sits down with Salesforce Chair and CEO Marc Benioff to explore the rise of AI agentsβand how theyβre already transforming major companies like Singapore Airlines, Disney, Lennar, and Pandora.Benioff shares insights from his recent global travels, real-world use cases of Salesforce AgentForce, and why AI agents go far beyond ChatGPT-style tools. From multi-language support in seconds to revenue-driving personalization, this conversation uncovers how digital agents are reshaping the future of work, healthcare, and customer experience.Topics Covered:* Why AI agents are bigger than generative AI* Real-world enterprise use cases (Disney, Lennar, Singapore Airlines, etc.)* The economic model behind agentic AI* Job loss vs. reskilling debate* AIβs future in medicine and customer service* Whatβs next for Salesforce and AI innovationβTechnology isnβt good or badβitβs what we do with it,β says Benioff, reflecting on 26 years of Salesforce innovation.Subscribe for more expert interviews, tech insights, and deep dives into transformative innovations.Related story: Salesforce CEO Marc Benioff: AI agents will be like Iron Man's Jarvis
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Keith Shaw: 2025 is shaping up to be the year of the AI agent. As companies continue to tout the benefits of AI-based digital labor and the automation of mundane tasks, is this the greatest tech disruption of the past 25 years?
Weβre going to chat with Salesforce CEO Marc Benioff to get his thoughtsβcoming up on this episode of Today in Tech. Hi, everybody. Welcome to Today in Tech. Iβm Keith Shaw. Joining me on the show today is Marc Benioff, Chair and CEO of Salesforce. Welcome to the show, Marc.
Marc Benioff: Hey, itβs great to be with you. Keith: So, letβs just get right into it.
Youβve written a couple of op-ed pieces in The Wall Street Journal and The New York Times, talking about the development of autonomous intelligent agents as one of the biggest transformations youβve seen in the past 25 years. Thatβs saying a lot.
I mean, you and I have both been in the tech space for a number of years. Youβve seen a lot. Iβve seen a lot.
So what is it specifically about agentsβnot just generative AI, which was coolβbut what is it about the agentic part that makes you say things like that? Marc: Well, youβre 100% right.
Iβve never been more excited about my job, what I do every day for customers, and the tremendous value weβre seeing across so many industries. The ability to have a positive impact with technology on so many people is incredible.
And yes, youβre right about the generative AI momentβChatGPT, for example. Itβs kind of like a super search engine. You can get some incredible results, but how do you translate that into business value? Thatβs where agents come in, and why Iβm so excited about them.
Weβre seeing customers achieve real impact. I just got backβliterallyβfrom Singapore, where I was working with one of our longtime customers, Singapore Airlines. Youβve probably heard of them. Itβs βa great way to flyββand they are a great airline. Their CEO, Goh, is amazing.
Weβve worked with them for over a decade. Weβve automated many of their functionsβsales, service, marketingβand because weβve managed so much of their data and theyβre using many of our applications, we said, βLet us show you the magic.β And the magic was just turning on this agentic layer.
Now they not only have humans interacting with customers, but also digital agents. Watching it happen so quicklyβand the value it createdβwas awesome. And Singapore Airlines is just one of many great examples. I think we are at the beginning of one of the greatest transformations in recent tech history.
Keith: We had someone from Salesforce on our other show, DEMO, where companies demonstrate their products. We saw a couple of demos of Agentforce. And here's a sneak peekβit hasn't even been published yet. He made me a fake customer and composed an email to me.
Then he said, βWatch this,β and translated it into French instantly. That was an "aha" moment for me. What wouldβve taken 30 minutes or more happened in seconds. The speed is so impressive. Another example: one of our customers is Lennar, based in Miamiβone of the nationβs largest homebuilders.
Theyβve always had a vision of offering 24/7 wraparound customer service, cross-selling and upselling things like mortgages, appliancesβeverything you need for a houseβwith much greater customer intimacy. Weβve worked with them for about eight years.
They love our Sales Cloud, Service Cloud, Marketing Cloud, and theyβve built custom applications to manage their homes. They have a lot of their data on our platform. And just like you saw in the demo, they turned on the agentic layer.
Now thereβs an agent from Lennar talking directly to customers. They loved it. They had attended our Dreamforce conference, went back to their Miami HQ, and ran a hackathon to explore the opportunity. They developed five use cases theyβre coding out right now.
They expect huge cost savings and great value for their customers. This gets me excited. When a customer gets excited, I know weβre really onto something. Weβve seen the moviesβour futurist Peter Schwartz co-wrote Minority Report. But thereβs still a gap between the future and present reality.
Our job is to close that gap.
Keith: Since weβre on the topic of movies, when people think of agents, they often think of Jarvis in Iron Man. Thatβs the dreamβan assistant who can handle tasks for you. Jarvis was an early example of home automation, which was kind of a nightmare in real life.
I wasnβt sure if you were going to say HAL or Agent Smith from The Matrix... Marc: It doesnβt matter. Itβs about interoperating with the computer in an intuitive way, where it has a spooky understanding of who we are and what we want. Generative AI does that a bit.
Whether itβs Grok, ChatGPT, Gemini, or others, theyβre pretty good, but sometimes they still get it wrong. Even this morning, I had an example where it didnβt quite do what I asked. These systems arenβt 100% accurate.
But when you get enough data and metadata, you can create a really great experience. Even when I use ChatGPT, Iβm amazed by how much it remembers about me.
Image generation, tooβitβs so good now that I get mad when I ask it to tweak one thing, and it redraws the whole image. Keith: Business examples help sell this tech. Weβve talked about airlines and homebuilders. Letβs talk about Disney.
Marc: Disney is an amazing company, but one challenge is that employees have to understand all their productsβthe parks, rides, cruise ships, hotels, Disney+, vacation rentals. Itβs a lot. Weβve been running many of their customer touchpoints for yearsβwhether itβs online or in-park with Disney guides using Salesforce and Slack.
But putting together the perfect vacation package for a customer with allergies, ride preferences, dinner reservationsβitβs complicated. But AI is so good, it can do that. Letβs say youβre with a Disney guide, heading to Galaxyβs Edge or Millennium Falcon (one of my favorite rides).
If the ride breaks, instead of sending a Slack blast, the agent can instantly look at your preferences and suggest something else thatβs running with a short wait. Thatβs a game-changer. Real-time personalization at scale. Thatβs powerful.
Marc: β¦So the AI understands all the products, what's working in real time, and whatβs right for meβmy preferences. Thatβs pretty cool. Keith: And it feels more proactive than just reactive. Back in the day, youβd check the app for ride times.
If a ride was down, it was up to you to figure out the next move. This kind of agent adds revenue ability too. Itβs not just technology for technologyβs sake. Marc: Exactly. It saves money, augments employees, expands revenue capabilityβit hits all the key points.
Whether itβs Singapore Airlines, Lennar, or Disney, those are three strong examples.
We have many more. I was just speaking with my friend Alex, CEO of Pandora. You might have seen their stores in malls or online. They make incredible jewelry. The companyβs based in Copenhagen and runs thousands of stores globally. Their commerce is on Salesforce. Their stores are on Salesforce.
Sales Cloud. Service Cloud. And now, theyβre using agents to create exceptional customer experiences. My dream? Imagine telling a salesperson in the store, βThis customer already has these 10 charmsβhereβs the 11th, a perfect recommendation.β Delivering that kind of real-time value in-store? Thatβs going to be amazing.
Keith: Itβs obvious you're enthusiastic about agents, but letβs talk about the other sideβconcerns and obstacles. When we speak with CIOs, we constantly hear about privacy and data security. They donβt want KFCβs secret recipe or Coca-Colaβs formula accidentally leaked. And hallucinations are still a concern.
So as we move from traditional generative AI into agentic AI, how do we build trust between customers and agentsβensuring they get things right? Say, for example, you tell the agent to buy me Giants tickets. But it buys Giants vs. Yankees.
The agent should know Iβm a Red Sox fan, right? Marc: Thatβs a great question. Number one: weβre aiming for the highest level of accuracy possible. Right now, our Disney agent is benchmarking at 93%. Our own Salesforce agent is around 85%. Not 100%, and hereβs why.
These large language models are word-basedβthey predict the next word using probabilistic networks. But they donβt have the multi-sensory input humans have. Thatβs why theyβre not perfect.
Until we move to what we call βNew World Modelsββmulti-sensory AIβweβll be in this space of βgood, but not perfect.β Now, regarding security and data sharing: Salesforce has a built-in sharing model. It knows what you can and cannot see. That same model applies to agents.
Agents operate within those guardrails.
You probably saw in the demo how the agent operates inside the Salesforce platformβnot as an external tool. Thatβs the agentic layer.
It can see metadataβknows your phone number is a phone numberβand because we manage 230 petabytes of customer data, we can offer a very high level of accuracy and security. Whether youβre an airline, bank, or homebuilder, you need that.
And yes, we want to prevent $1 flights to Singapore from being offered! Keith: You mentioned your agent is at 85% accuracy. Did that number surprise you? Marc: We were actually thrilled. Other vendors we benchmarked were in the 60% range.
So weβre excited to be in the 80s and 90s with many of our deployments. Weβve conducted over 500,000 conversations through our Salesforce agent on help.salesforce.com.
Customers log in, and the agent knows a lot about themβhas access to relevant data and metadata. That creates magical customer moments. It doesnβt replace the human agent entirely. But at Salesforce, weβve blended human and digital agents.
If a customer wants a human, that agent gets all the info on a single screen instantly.
Keith: Are companies nervous? Do they think they need 95% accuracy before committing? Marc: Weβre very confident in the value weβre delivering right now. I have about 9,000 support agents at Salesforce and 75,000 employees overall.
I expect about half of those support agents can be redeployed into revenue-generating rolesβSDRs, BDRs, and othersβbecause weβve already shifted half a million conversations into the agentic layer.
Keith: That leads to another concernβjobs. Your op-ed referenced a Morgan Stanley report saying customers are seeing 20β50% cost reductions, including headcount savings. That scares a lot of people. Youβve talked about support roles going down, but youβre also hiring AEs and focusing on reskilling.
Still, not every company is like Salesforce. Others might just see AI as a way to cut staffβand thatβs frightening. Marc: Youβre right. We have to address this head-on. Yes, some roles are being replaced by automation. So we need to adjust and be honest about whatβs happening.
I just spent time with the CEO of a robotics companyβthese robots are already on assembly lines, in retail stores, and soon in homes. Itβs coming faster than most people realize.
We need to take responsibility for reskilling. Some companies say theyβre committed, but donβt invest in training. They lay people off and hire AI specialists instead. Thatβs not okay. Keith: So how do you see your roleβas a CEOβin that space? Marc: Iβve always believed in retraining and reskilling.
We put 1% of our equity, profit, and time into our foundation when we started Salesforce. Weβve donated over a billion dollarsβour biggest grantee is the San Francisco and Oakland public schools. Itβs about education. Weβve also invested heavily in adult reskilling over the past 20 years.
Healthcare is another huge area where agents will help. I just heard from one of my techniciansβshe broke her foot and is seeing a doctor. But doctors and nurses are overwhelmed post-pandemic. Appointments are hard to get. An agentic layer can help triage, offer advice, and guide next steps.
Itβs going to be game-changing in healthcare. I personally ruptured my Achilles last September. My local doctor wanted to do surgery, but I opted for regenerative techniques. I read Tony Robbinsβ book Life Force, and decided to go that route. Six months later, Iβm walking normally again.
Marc: Just think about thisβwhat if the agent could help guide those decisions? Imagine it assisting in pre- and post-operative care, or in oncology. Cancer patients dealing with complex treatments like chemotherapy could have 24/7 support from an agent. That would make a huge difference.
Keith: I live in a rural area, where thereβs only one orthopedic surgeon. So youβre limited to whatever that person knows. But what if that surgeon is augmented by AI? Suddenly, theyβre the best orthopedic surgeon anywhere because the AI helps read scans, labs, and medical histories. Marc: Exactly.
And they can say, βYes, weβre going to operate,β or, βNo, letβs go the regenerative route.β Thatβs where AI really starts making a difference. Let me give you an example. Iβm an investor in this amazing company called Artera. In prostate cancer, you can go in a lot of directions.
You have blood tests, scans, and so much data to ingest that even top urologists struggle. Now, top-tier doctors at elite institutions have intuitive instincts from years of experience. But local urologists donβt always have access to that level of insight. Artera got FDA approval.
It helps make your local urologist as good as the best. And itβs found that many patients shouldnβt receive treatment right awayβthey should go on active surveillance. Thatβs a decision that AI can now help make. Theyβre working on breast cancer next. This is cool stuff.
This is where we need to go. Whether weβre talking about Singapore Airlines, Lennar, Disney, UCSF, or the healthcare systemβAI can make things better across the board.
Keith: Was your doctor pissed off when you told him you were going to try something different based on your own researchβor maybe with AI? Marc: [Laughs] Heβs 58, Iβm 60. Great guy. He hadnβt really heard about the regenerative stuff before. We went over the scans together.
I had my ChatGPT open. I might also have a few bits of knowledge in my headβIβve been studying regenerative biology for a while.
So I said, βLetβs consider a regenerative path.β He said, βI donβt know anything about that, so if you go that way, youβll need to find someone else who does.β And that was okay.
But the idea that I didnβt need to get sliced open and stitched upβthat I could regenerate on my ownβthatβs amazing. Weβre not afraid of putting a Band-Aid on a cut and letting our body heal. Thatβs what weβre doing here. And yes, AI is going to help with that.
Keith: A couple more questions. Has generative AI been overhyped? There's talk of an βAI bubble.β Companies are spending too much, losing money. Will agentic AI help solve that by offering a better economic model?
Or will it make things worse, where VCs just keep pumping money in to stay afloat? Marc: Good for you for asking that. Hereβs my honest answer: Number one, yesβwhen some of this rolled out, it was overhyped.
It shouldβve been framed more accurately as the beginning of a very long journey. When Microsoft launched Copilot, it disappointed a lot of enterprises. Initially, developers liked it with GitHub, but then companies like Cursor or Surfboard started leapfrogging it. Technology is a continuumβit gets cheaper, better, easier to use.
Thatβs exciting. Number two, because of global chip restrictions, companies like DeepSeek had to move away from expensive transformer models. They shifted to Mixture of Experts (MoE) models, which dramatically lowered costs. Our internal benchmarks show that combining MoE with open-source technologyβsomething we at Salesforce deeply supportβchanges the game.
Weβve contributed heavily to open-source AI over the last decade. Prompt engineering, for example, was invented by our research team. We open-sourced it through an MIT license, which means people get it mostly for free. So DeepSeek proved thereβs another wayβcheaper and more efficient. Thatβs whatβs exciting about technology.
Thereβs always a new way, a better way, a next thing.
Marc: When I first started at Apple in 1984, programming on the original Macintosh in assembly language, I couldnβt have imagined where we are now. Itβs light-years ahead. And in 30 or 40 years, we wonβt recognize the world weβre inβunless weβre watching old movies.
Weβll say, βWaitβ¦ Iβve seen that before.β Keith: I talk often with Mike Bechtel, the Chief Futurist at Deloitte. We go back and forth on this: tech has both benefits and downsides. You have to acknowledge bothβor you risk veering too far in one direction. Marc: 100% right.
Tech is never inherently good or bad. Itβs what we do with it that matters. When we started Salesforce 26 years ago, that was our core belief. Thatβs why we created the 1-1-1 model: 1% equity, 1% profit, 1% employee time to philanthropy.
We built a company with a new technology model, a new business model, and a new philanthropic model. Weβve tried our best to evolve with technology and to live those values. Keith: You mentioned Clayton Christensenβhis books The Innovatorβs Dilemma and others inspired me too.
You even wrote a foreword for one of them, right? Marc: Yes. And thatβs part of what makes this industry awesome.
Keith: Okayβone final question. You mentioned Salesforce has been around since 1999. According to my highly sophisticated research (Wikipedia and ChatGPT), you were at the DEMO conference in 1999. Thatβs our brand now.
I think Stuart Alsop started it, and Chris Shipley hosted it when I covered DEMO in the early 2000s. Marc: I remember! I was with Pat McGovern, the founder of IDG. We were at the airport afterward, in line to board a plane.
He said, βThis seems very practicalβIβd like to invest in your company.β He became one of Salesforceβs first investors. And I never missed a DEMO conference. Back then, you had to go to the conferences to keep up with the industry. Keith: Youβre the second billionaire Iβve met.
The first was Pat McGovern. I worked at IDG for 20 yearsβwrote the βCool Toolsβ column and the Holiday Gift Guide. Heβd hand out Christmas bonus checks in person. Knew everyoneβs name. He was amazing. Marc: He was one of the great people in the world. I miss him terribly.
He had such a unique brainβhe funded massive brain science research at universities. Keith: So, when you look back at 26 years of Salesforceβis it the company you imagined when you started? If you had to start it today, could you? Marc: We launched in a highly constrained environment.
No VCs would fund us. We raised our money privately. People like Pat McGovernβwho we now call angelsβhelped get us going. Iβm forever grateful. I still think of Salesforce as a startup. Iβm just a founder, an entrepreneur running a startup.
Marc: Last week, I had a three-day product offsite with our tech execs. Dreamforce is coming in October, and weβre planning the next version of Agentforce and four or five other big things. Tech is changing so fast. The opportunities are enormous. Itβs awesome. We left that meeting completely energized.
Execution is the challenge. Thatβs what startups doβwe have vision, values, plans, obstacles, metrics, and priorities. Itβs a constant crisis of prioritization. Sure, weβre public. We have big numbersβ$40.9 billion in revenue projected this year, and $12 to $14 billion in cash flow. But thatβs not what I focus on.
What I focus on is customer success.
Marc: When I was just in Singapore and Japan, visiting our biggest customers and talking through the same stories weβve discussed hereβthatβs what excites me. Thatβs what keeps me up at night, in a good way. Then I visited the founder of a robotics company.
His robots use specialized reinforcement learning models. I was blown away by the potential. And I thought, βWhy didnβt I meet this guy two years ago so I could invest in the seed round?β Weβre in an awesome industry.
We stand on the shoulders of people like Pat McGovern, and the pioneers behind Agenda, Release 2.0, and the DEMO conference. Most people donβt even know about all that early historyβbut it mattered.
Keith: That makes me feel a little old. When someone mentions a 1980s PC, Iβm like, βYeah, I worked on one of those.β Marc: Same. I was 15, working in a jewelry store in high school.
Iβd walk across the street to Radio Shack, where they had a TRS-80 Model I. It was $499. I asked the guy how it workedβhe didnβt know. So I figured it out myself. I learned BASIC. No teacher, no booksβjust trial and error.
Soon, we were moving into 6502 processors, Commodores, Apple IIs. Then the show was on. I started writing arcade games in assembly language when I was 16 or 17. Keith: My dad had a TRS-80 Color Computer, hooked up to a color TV. I programmed it.
Later, I wrote a dice-based football game for IBM PCs. I printed the code recently and thought, βWow, Keith, you were really smart at some point!β Then I went to collegeβand college pushes that stuff out of your brain.
[Laughs] Marc: Now, you can just ask your AI assistant: βGive me five lessons on how to write in BASIC,β and it all comes back. Keith: [Laughs] Yep.
Keith: Marc, Iβm way over on my time. Thank you so much. I hope we can do this again. Marc: My pleasure. Letβs do it again soon. We didnβt even get to Heathrow Airport or Pfizer. So many great stories, and so many cool companies doing amazing things with Agentforce.
Keith: When the next big thing comesβafter agentsβweβll bring you back to talk about that too. Because itβs always evolving. Marc: Anytime. Always available to you. Keith: Thanks, Marc. Thatβs going to do it for this weekβs show. Please like, subscribe, commentβdo all the YouTube things.
Join us every week for new episodes of Today in Tech. Iβm Keith Shawβthanks for watching. (Editorβs Note: This transcript has been edited for clarity) Β
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