SCHMOOZING IS DEAD, AGENTS ARE HITTING 120% OF HUMANS, GROWTH IS THE ONLY THING THAT MATTERS

Summary from the TLDR Founders newsletter

Marc Benioff went on 20VC and said something Salesforce literally cannot deliver. He wishes every customer could fully deploy his software before signing the contract. The CEO of the biggest B2B SaaS company in history is publicly conceding that the agentic era broke his core motion. The product has to work on day 30, not year 3, and a Series A now goes to founders growing $2M to $500M like Replit, not the $10M to $20M that used to be a slam dunk.