Marc Benioff
Chair, CEO and co-founder of Salesforce, a cloud computing and enterprise software pioneer whose public work spans SaaS, applied AI, philanthropy, and ownership/co-chairmanship of TIME.
YouTube Is Becoming Hollywood’s Talent Market and IP Proving Ground
TBPN’s John Coogan and Jordi Hays argue that YouTube is moving from Hollywood competitor to Hollywood’s talent market, where creator-led films prove creative judgment, production ability and audience response before studio capital arrives. The episode extends that pattern to AI policy, software and prediction markets: established institutions are trying to absorb signals formed outside their usual channels, from internet-proven filmmakers and frontier AI labs to traders and startups testing demand before regulators, studios or public markets have settled their response.
Economic Entanglement, Not Decoupling, Defines the New China Bargain
Salesforce CEO Marc Benioff joined the All-In hosts for a discussion that framed U.S.-China relations, enterprise AI, and the software selloff around the same question: when dependence is a stabilizer and when it becomes leverage. Benioff argued that more trade with China can lower conflict risk and that large software platforms remain valuable because AI still needs trusted customer data, cash-flowing distribution, and enterprise deployment. David Friedberg, Chamath Palihapitiya, and Jason Calacanis extended the argument across Taiwan, chips, AI assistants, El Niño-driven food risk, and private-market SPVs, where interconnection can either absorb shocks or transmit them.