▶ 32:20 · $CRM · Benioff calls SaaS apocalypse buying opportunity, deploys $50B buyback

episode briefing

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

2026-05-15 · 15 company · 8 thematic

sentiment

11 bull2 bear2 neu

speakers

Marc Benioff has been CEO of Salesforce for 26 years, growing it from $4M to $41B in revenue. He also runs Time Ventures, a personal venture fund, and is an active investor in AI-first companies like You.com and Artera.

chamath palihapitiya

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

david friedberg

Co-host of the All-In podcast and a serial founder, including The Climate Corporation. Focuses on science, agriculture and deep tech.

jason calacanis

Angel investor, host of This Week in Startups and co-host of the All-In podcast. An early investor in Uber, Robinhood and Calm.

quote

“It's the SaaS apocalypse. Um, I mean, it's not my first SaaS apocalypse, honestly, but it's the current SaaS apocalypse... We'll do over 46 billion this year, more than 16 billion in cash flow... I think it's the one of the largest in hist…”

—marc benioff

episode shorts · 4

David Friedberg: El Niño Could Trigger a Global Food Crisis

Chamath: The Real Reason Taiwan Matters, And Why It Won't in 18…

Marc Benioff to SaaS CEOs: Grow up, wipe your tears, focus on t…

“I am going to probably use $300M of Anthropic this year at Sal…

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