
Full transcript
Anthropic CEO on 'Saaspocalypse': We're not interested in destroying anyone
00:00RIGHT NOW, WE ACTUALLY DO HAVE TO TO BREAK AWAY. THANKS VERY MUCH. ANTHROPIC AND SALESFORCE ANNOUNCING THAT CLAUDE FORCE AND EXPANDED PARTNERSHIP BETWEEN THE TWO COMPANIES THAT WILL LAUNCH SALESFORCE WITHIN CLAUDE. JOINING US NOW TO DISCUSS THE PARTNERSHIP IS OUR OWN JIM CRAMER, ALONG WITH DARIO AMODEI, ANTHROPIC CEO AND CO-FOUNDER, AND MARC BENIOFF, CHAIR AND CEO OF SALESFORCE. JIM, TAKE IT AWAY, GENTLEMEN. >> COULDN'T HAVE REALLY A MORE EXCITING COMBINATION. THIS IS TERRIFIC. AND I WANT TO THANK YOU BOTH FOR BEING WITH US. MARC, I'M GOING TO GO RIGHT. >> TO YOU. YEAH, WE'RE THRILLED TO BE HERE. WE'RE THRILLED TO BE HERE. JIM. THANKS FOR HAVING US. >> ALL RIGHT, ALL RIGHT. WELL, IT'S GREAT TO HAVE NOT AN
00:38INTERVIEW BEFORE. THIS IS VERY EXCITING FOR ME. >> WE'RE AT THE TOP. IT'S GREAT. >> TO MEET YOU, JIM. >> THANK YOU. AND I LOOK FORWARD TO TALKING TO YOU MORE. MAYBE NEXT WEEK AT DREAMFORCE. I DON'T KNOW. I WANT TO START WITH MARC. MARC. I'VE BEEN A CUSTOMER OF SALESFORCE FOR A LONG TIME. ALL I CAN TELL YOU IS THAT I ALWAYS THOUGHT I KNEW HOW TO QUERY SALESFORCE. WHY DO I NEED ANTHROPIC TO HELP ME QUERY SALESFORCE? >> WELL, JIM, THIS IS REALLY THE BEST OF BOTH WORLDS. THIS IS THE NUMBER ONE AI IN THE WORLD ANTHROPIC AND THE NUMBER ONE CRM, SALESFORCE COMING TOGETHER FOR THE FIRST TIME IN AN INCREDIBLY POWERFUL WAY TO BUILD A NEW PRODUCT CALLED CLOUD FORCE. AND YOU'RE RIGHT, JIM, CLOUD FORCE GIVES YOU THE
01:16ABILITY TO LOOK AT ALL OF YOUR SALESFORCE DATA, ALL OF YOUR DATA SYSTEMS, ALL OF YOUR APPLICATIONS, AND WHAT WE CALL OUR SEMANTIC LAYERS, ALL OF OUR AGENTS AS WELL, AND EVEN BUILDING INCREDIBLE NEW APPLICATIONS ON TOP OF THIS KIND OF STACK, THIS IDEA THAT YOU CAN USE CLOUD FORCE TO NOT ONLY QUERY YOUR SYSTEMS, BUT BUILD APPLICATIONS DYNAMICALLY, IT'S REALLY A FIRST IN THE INDUSTRY. JIM. WE'VE NEVER SEEN ANYTHING LIKE IT. IT'S COMPLETELY EXCITING. I THINK THAT THIS IS THE WAY ALL ENTERPRISE SYSTEMS ARE GOING TO RUN IN THE FUTURE. >> ALL RIGHT. SO DARIO, I THINK THAT THE COMBINATION IS TERRIFIC. BUT I ALSO KNOW WHEN I GO TO MY AGENT FORCE PAGE, I SEE OPEN AI IS THERE. I DON'T KNOW HOW EXCLUSIVE THIS IS. I
01:59DON'T KNOW WHAT YOU GET OUT OF IT. TELL ME HOW THIS DISTINGUISHES YOU FROM OTHER MODELS AND WHY THIS IS SO EXCITING FOR YOU. >> WELL, LOOK, OUR VIEW IS THAT IS THAT CLAUDE IS THE BEST MODEL FOR INTEGRATING COMPLEX AMOUNTS OF INFORMATION. WE'VE BEEN WE'VE BEEN USING SALESFORCE AND CLAUDE WITHIN ANTHROPIC. WE'RE HUGE SALESFORCE CUSTOMERS. AND, YOU KNOW, AS YOU CAN IMAGINE, THE PACE OF THINGS AT ANTHROPIC IS, IS, IS, IS, IS, IS, IS INCREDIBLE. AND WE HAVE TO BOTH MANAGE INDIVIDUAL ACCOUNTS AND WE HAVE TO ANSWER ALL THESE INCREDIBLE STRATEGIC QUESTIONS THAT CHANGE EVERY TIME A NEW MODEL AND A NEW PRODUCT COMES OUT. AND WE'VE FOUND THAT THIS, THIS COMBINATION PRODUCT THAT WE'VE BUILT TOGETHER IS, IS THE
02:46MOST USEFUL THING IN ACCELERATING IT. YOU KNOW, WITHIN ANTHROPIC, FOR A LONG TIME, WE'VE BEEN ACCELERATING THE RESEARCH TEAMS WITHIN CLAUDE. BUT, BUT THIS IS THE FIRST TIME THAT WE'VE REALLY BEEN ABLE TO INCREDIBLY ACCELERATE OUR GO TO MARKET EFFORTS WITHIN CLAUDE. AND WE WANT THAT FOR ALL THE OTHER ENTERPRISES. AND WE WANT TO WE WANT TO ME AND MARC WANT TO BRING IT TOGETHER TO EVERYONE. WELL. >> LOOK, WE SEE THE NUMBERS. WE ALSO SEE THE TAPE UNDERNEATH YOU, SALESFORCE, FANTASTIC NUMBERS. BUT I DO WANT TO ASK YOU, I KNOW I NORMALLY SHOULD ASK MARC THIS, BUT I WANT YOU TO DARIO, YOU KNOW, THERE'S THIS WHOLE SAAS APOCALYPSE THING OF WHICH WE THOUGHT THAT YOU WERE GOING TO DESTROY. MARC. I KNOW MARK HAS A BIG
03:23INVESTMENT IN YOU, BUT I WAS WAITING FOR YOU TO PUT HIM OUT OF BUSINESS. WHAT DO YOU THINK ABOUT THE SAAS APOCALYPSE THESIS? >> WE'RE NOT INTERESTED IN DESTROYING DESTROYING ANYONE. YOU KNOW, WE THINK OF THIS AS A VERY POSITIVE SUM THING, RIGHT? THAT'S THE WAY THAT'S THE WAY MARKETS WORK. WE'RE CREATING NEW VALUE HERE. AND THE QUESTION IS JUST, YOU KNOW, IT'S NOT ABOUT DESTROYING ANYONE. IT'S ABOUT HOW MUCH OF THESE ENORMOUS GAINS GO TO VARIOUS VARIOUS PEOPLE AND VARIOUS COMPANIES. AND OUR PHILOSOPHY ALWAYS HAS BEEN THAT WE WANT TO WORK WITH OUR CUSTOMERS. WE WANT TO EMPOWER, EMPOWER OUR CUSTOMERS TO SHARE THESE GAINS WITH US. AND SO WE'VE ALREADY WORKED WITH SALESFORCE IN A NUMBER OF WAYS. WE'RE BIG USERS OF SALESFORCE.
04:05SALESFORCE IS BIG USERS OF CLAUDE, CODE OF CO-WORK OF OTHER TOOLS. WE'VE PUT PRODUCTS LIKE CLAUDE TAG IN SLACK ALREADY, WHICH IS, WHICH IS A PART OF SALESFORCE.