https:\/\/www.cnbc.com\/video\/2026\/08\/26\/anthropic-ceo-on-saaspocalypse-were-not-interested-in-destroying-anyone.html<\/a>.<\/p>\nAll references must be sourced to CNBC.<\/p>\n
PART I<\/p>\n
MICHAEL SANTOLI:\u00a0 Anthropic and Salesforce announcing that Claudeforce, an 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.<\/p>\n
JIM CRAMER:\u00a0 Gentlemen, couldn’t have really a more exciting combination. This is terrific, and I want to thank you both for being with us. Marc, let me go right to you.<\/p>\n
MARC BENIOFF:\u00a0 Oh, yes, we’re thrilled to be here.<\/p>\n
DARIO AMODEI:\u00a0 We’re thrilled to be here, Jim.<\/p>\n
BENIOFF:\u00a0 Thanks for having us, Jim.<\/p>\n
CRAMER:\u00a0 All right. All right. Well, it’s great to have Dario, who I have not interviewed before. This is very exciting for me.<\/p>\n
BENIOFF:\u00a0 We’re at the top of Salesforce Tower.<\/p>\n
AMODEI:\u00a0 It’s great to meet you, Jim.<\/p>\n
CRAMER:\u00a0 Thank you. And I look forward to talking to you more, maybe at next week at Dreamforce. I don’t know. I want to start with Marc. Marc, I have 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?<\/p>\n
BENIOFF:\u00a0 But, Jim, this is really the best of both worlds. This is the number one A.I. 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 Claudeforce. And you’re right, Jim. Claudeforce gives you the ability 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 Claudeforce to not only query your systems but build applications dynamically, it’s really a first in the industry, Jim. We have 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.<\/p>\n
CRAMER:\u00a0 All right, so, Dario, I think that the combination is terrific, but I also know, when I go to my Agentforce page, I see OpenAI’s there. I don’t know how exclusive this is. I don’t know what you get out of it. Tell me how this distinguishes you from other LLM models and why this is so exciting for you.<\/p>\n
AMODEI:\u00a0 Well, look, our view is that is that Claude is the best model for integrating complex amounts of information. We have been, we have been using Salesforce and Claude within Anthropic. We’re huge Salesforce customers. And, as you can imagine, the pace of things at Anthropic 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 have found that this combination product that we have built together is the most useful thing in accelerating it. Within Anthropic, for a long time, we have been accelerating the research teams within Claude. But this is the first time that we have 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.<\/p>\n
CRAMER:\u00a0 Oh, look, look, we see the numbers. We also see the tape underneath you, Salesforce, fantastic numbers. But I do want to ask, and I know I probably should ask Marc this, but I want to give it to Dario. There’s this whole SaaSpocalypse thing, of which we thought that you were going to destroy Marc. I know Marc has big investment in you, but I was waiting for you to put him out of business. What do you think about the\u00a0 SaaSpocalypse thesis?<\/p>\n
AMODEI:\u00a0 We’re not interested in destroying anyone. 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 how, 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 have already worked with Salesforce in a number of ways. We’re big users of Salesforce. Salesforce is big users of Claude Code, of Cowork, of other tools. We have put products like Claude Tag in Slack already, which is, which is a part of Salesforce. And now this combination is a way to gain something that’s, it’s one plus one equals three, something that’s bigger than the sum of its parts. And I think that’s the right way to think about things.<\/p>\n
BENIOFF:\u00a0 And, Jim, I think another point you have, you really have to add to that, which is that, number one, this isn’t our first product with Anthropic. We have got several products with them that we’re so excited that we have built, including Slack Code. But, Jim, you have to think of it like this. Salesforce is very much a deterministic system. It’s a system that is all about security and rules and governance and workflows, and if this happens, that happens. It’s about determinism. And now you have this incredible probabilistic system, these large language models, this incredible technology that Dario has built. It’s nondeterministic. But when you put these two things together, the idea that you could have a probabilistic LLM and A.I. that’s working now perfectly with a deterministic system like Salesforce, the result is incredible. We have seen this kind of power. And our customers are going to be able to build these amazing new applications dynamically. That is what is so exciting for us.<\/p>\n
CRAMER:\u00a0 All right, we want to be sure. Everyone always worried now these days, Marc, about, is your data safe? You have got a terrific partnership. I guess want to be some surety that, when you do this kind of thing, anyone who has Salesforce and uses Salesforce knows its data is safe with this agreement.<\/p>\n
AMODEI:\u00a0 We have put a huge amount of effort into managing permissions here. One way to think about it is, Claude is a little bit like an employee using Salesforce. And with employees, of course, we have put in decades of effort into managing, what permissions do they have, what do they have access to, who’s allowed to see what, right? That’s an enormous effort that’s gone into this industry and to Salesforce in particular. And Claude is keeping and respecting those things. We’re also working with Salesforce on something called enterprise frontier safeguards, which is a way of making sure that we keep all the data on Salesforce’s side, using Salesforce’s ability to keep its data private for its customers, while at the same time we have automated processes that make sure that the models don’t run out of control, they don’t do things like cyberattacks. So, you might think there’s this trade-off between data and privacy and security and safety. We’re working on a solution that allows you to do both.<\/p>\n
BENIOFF:\u00a0 And another way to think about that, Jim, is, this is all about \u2013 go ahead.<\/p>\n
CRAMER:\u00a0 I just want to interrupt for a second. We do have Nvidia’s results crossing. Please stick around. We’re going to come right back, okay.<\/p>\n
PART II<\/p>\n
CRAMER:\u00a0 All right, thank you so much, Mike. And I’m going to look at more obviously into the Nvidia numbers when Jensen Huang comes and speaks to us later. OK, so, Dario, I want to try to understand it. I mean, for people who aren’t that, who are not that close to how technology works, right now, you have a query. You query data. Can’t you build an immediate app as soon as you have this relationship that’s much better than a query?<\/p>\n
AMODEI:\u00a0 So, I guess, I guess the way I would think about it, right, with combining what Salesforce does and what Claude does, Salesforce has all the data. It’s basically a machine for managing your CRM. And Claude is a machine for interacting with that in a fluid and more flexible way. And so I was just, my chief commercial officer was just demoing this for me with some of the internal stuff we do within Anthropic just half-an-hour ago, where he asked, you know, what are the biggest accounts that Anthropic is trying to close now? Like, give me a list of the biggest accounts. Talk me through the risks of each one. All the data, all the information comes from being managed in Salesforce. But the conversation, the interaction, that comes through Claude. And so you can see how these two things can be more than the sum of their parts.<\/p>\n
CRAMER:\u00a0 Well\u2014<\/p>\n
BENIOFF:\u00a0 And that’s exactly right, Jim, that, as we said, why this is exciting is, it’s a perfect complement. Anthropic builds this amazing model. And now the model has this incredible user interface, Cowork. And when you take Cowork and then you’re able to put it right on top of Salesforce, it’s able to bring the data, the applications, the semantics, the agents themselves, and build complete applications, a total user interface, to let you get all the value out of Salesforce that’s been trapped. So customers have put hundreds of billions of dollars into Salesforce. There’s a huge amount of value that can be unleashed through this combination.<\/p>\n
CRAMER:\u00a0 Well, OK, and now we do know, Marc, your numbers have come out. And I did not know how close you were to Dario. You guys are both from San Francisco, probably know each other, I don’t know, maybe most of your lives. But, Marc, I think you have a big position in, Salesforce Ventures, in Anthropic. I mean, I don’t know. By looking at your earnings-per-share numbers, I have to believe that maybe it’s conceivably worth, say, $30 billion, $40 billion?<\/p>\n
BENIOFF:\u00a0 Well, I don’t know what Dario’s valuation is. I think it goes up every single day. But I’m very fortunate that we did make a large contra \u2013 a large investment in Anthropic. We believe so strongly in this company. And you’re right. It is probably consequential. And, I mean, I think, when you look at some of the great assets at Salesforce, it’s amazing. Slack, of course, is a huge asset of Salesforce, but so is our Anthropic investment. Oh, yes, we also have our cash flow, and I’m sure you have seen our cash flow and revenue numbers are actually quite good, Jim. So we’re very excited about all the combinations of how Salesforce is adding up in its position today.<\/p>\n
CRAMER:\u00a0 Yes, I don’t blame you at all, Marc. And I, hey, Dario, look, it was great to talk to you. I mean, I hope to meet you when we go out to Dreamforce. You’re a delightful person, whom I have always wanted to talk to. I’m glad you were willing to put up with my joint interview. I hope to see you soon. And, Marc, I will see you very soon.<\/p>\n
AMODEI:\u00a0 It was fantastic to meet you, Jim.<\/p>\n
CRAMER:\u00a0 Oh, Dario, you’re terrific. And, Marc, I will see you for your earnings in a moment. And I think the stock being up as much as it is\u2014<\/p>\n
BENIOFF:\u00a0 Jim\u2014<\/p>\n
CRAMER:\u00a0 SaaSpoc \u2013 SaaSpoc \u2013 what was it, SaaS something? I forget it SaaS \u2013 what \u2013 zombie SaaS? I don’t know. Maybe you can help me with that term later on. Thank you, guys.<\/p>\n
BENIOFF:\u00a0 That wasn’t my first SaaSpocalypse, Jim, but you know what? We’re going to talk about why that’s nonsense.<\/p>\n
CRAMER:\u00a0 I love it.<\/p>\n
BENIOFF:\u00a0 And, also, Jim, we’re going to talk about all the great quarter results on “MAD MONEY.” Look forward to seeing you there.<\/p>\n
CRAMER:\u00a0 Oh, thank you, gentlemen. Thank you very much.<\/p>\n","protected":false},"excerpt":{"rendered":"WHEN: Today, Wednesday, August 26, 2026 WHERE: CNBC’s “Closing Bell: Overtime”\u00a0 Following is the unofficial transcript of a…\n","protected":false},"author":2,"featured_media":37733,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[152],"tags":[38,586,9563,1009,6751],"class_list":["post-203589","post","type-post","status-publish","format-standard","has-post-thumbnail","category-dario-amodei","tag-business-news","tag-dario-amodei","tag-marc-benioff","tag-nvidia-corp","tag-salesforce-inc"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/117164774960058042","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/203589","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=203589"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/203589\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/37733"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=203589"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=203589"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=203589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}