Latest / Elon Musk Podcast / Slack’s CEO Heads to OpenAI
Transcript
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- 1:18Slack CEO Denise Dresser is leaving the company to become
- 1:22Open AI's chief revenue officer. Now, what does that move tell us
- 1:26about Open AI's push into the enterprise?
- 1:30And how will Slack manage the handoff at the top?
- 1:33After the break, I'll explain what Dresser will run inside
- 1:37Open AI, how our Salesforce and Slack track record lines up with
- 1:42that mandate, and what we know about Slack's interim
- 1:44leadership. I'll add context on Slack's path
- 1:47from start up to a Salesforce business unit, then outline the
- 1:51likely first steps for Open A is new revenue chief, so you can
- 1:55read the next press release with more of your mind and less
- 2:01signal and less guesswork. Wired reports that Denise
- 2:07Dresser will join Open AI as Chief Revenue Officer after
- 2:10serving as SLAC's CEOA staff. Memo went out from Salesforce
- 2:15Chief Executive Marc Benioff confirming her departure, and
- 2:18the story says she starts her new rule next week.
- 2:21And with that, we move from boomer to an on the record
- 2:25leadership change in a concrete start date.
- 2:28Now Open AI is placing dresser over its enterprise unit, which
- 2:31has been growing rapidly. And she'll report to Chief
- 2:34Operating Officer Brad Lightcap. That reporting line clarifies
- 2:39where revenue, operations, enterprise sales meet inside of
- 2:42Open AIACRO, tied directly to the COO, signals a focus on
- 2:48execution customer delivery in the systems that support the
- 2:52sales cycle. Now.
- 2:53The near term read is very simple, though.
- 2:56Open EI wants disciplined enterprise growth and
- 2:59accountability for its leadership.
- 3:02You know Dresser arrives with long tenure in enterprise sales
- 3:05and go to market roles. According to sources, she spent
- 3:08about 14 years at Salesforce before becoming Slack CEO in
- 3:112023. And that's after Lydiane Jones
- 3:16left to run Bumble. Now that sequence that is
- 3:21important because it shows a career built around selling and
- 3:25scaling software to large organizations.
- 3:28Not only running a product team, but running a large team.
- 3:33Now the background fits Acro role seat that touches field
- 3:37sales, customer success, partner deals and post sale adoption.
- 3:43A Slack will be LED an an interim basis by Rob Seaman, its
- 3:48chief product officer, while the company and Salesforce manage
- 3:51the transition. I think it's Slack, a leader who
- 3:53already owns the road map and feature delivery, which helps
- 3:56steady day-to-day decisions while the board and the parent
- 3:59company evaluate next steps. And interim arrangement also
- 4:03keeps the door open for internal and external candidates without
- 4:06forcing an immediate, permanent pick.
- 4:09Now, Slack did not comment. We tried to reach them, but they
- 4:13didn't talk to us. So to understand the weight of
- 4:15this hand off, recall the arc of Slack itself.
- 4:18Slack traces its roost back to 2009 to late 2008, 2009, and it
- 4:25took off by 2014 as a workplace chat collaboration tool.
- 4:29Now, Salesforce acquired the company in 2021 for nearly $28
- 4:33billion, and over time, more of SLAC's operations integrated
- 4:38into Salesforce. Founders and early leaders,
- 4:41including Stewart Butterfield and Kyle Henderson, departed in
- 4:44the years after the acquisition after they got a huge money bank
- 4:49account addition, which often happens when a startup becomes
- 4:54part of a larger enterprise. Now, Wired also points to
- 4:58reporting about culture friction between Slack, startup DNA and
- 5:01Salesforce's scale. And that friction gives context
- 5:05to how leadership shifts land inside a combined organization.
- 5:09But a parent company absorbs operations from a smaller
- 5:12company. Product and policy choices can
- 5:14move into different directions, different cadences, and interim
- 5:19leadership can be a practical tool to collaborate those
- 5:22cadences. Usually what happens is the
- 5:24smaller company gets acquired and then either they a get
- 5:30melded into the larger company or they just get shut down.
- 5:34Luckily if I mean, if you're a Slack user, but it might not be
- 5:38luckily for you and maybe you don't like it and most people
- 5:42don't that I've talked to, they're just like, I don't want
- 5:45to hear another Slack notification ever again in my
- 5:48life if it's possible. Same with Jira, Nobody likes
- 5:51that. But with this new set up, you
- 5:56know a public road map help customers make sense of it.
- 5:59So let's shift over to Open AI again and what ACRO can drive in
- 6:04a year when enterprise demand grows up.
- 6:07Now Dresser's remit is making AI useful and reliable for
- 6:11businesses across industries. Paraphrasing a statement from
- 6:14Open AI leadership that translates into clear
- 6:16priorities, stable pricing and packaging, predictable support,
- 6:21measurable rollout timelines, any path for large customers to
- 6:24pilot, expand, standardize. SARR ties those motions to
- 6:30revenue targets and retention. So Open AI has to be worried
- 6:35about Google right now. Google owns your enterprise.
- 6:39They own basically every part of your system.
- 6:43E-mail, chat, they have conferencing, all the Google Doc
- 6:52stuff, It's all there. And you know what?
- 6:56Open AI just wants a small chunk of that.
- 6:58Google is very competitive. They already have all your
- 7:01information. They have all the systems in
- 7:03place to just add AI, just add Gemini to everything, right?
- 7:07And then they have the the backbone to a either wipe out
- 7:15open AI immediately. I don't think they're going to
- 7:18do that. I think people will continue to
- 7:20subsidize open AI with more money.
- 7:23Over time, Open AI will eventually start making money,
- 7:26more money because the CRO coming in, they're working on
- 7:30the business part of it. Can they do things better than
- 7:32Google? It's tough to tough to feel that
- 7:36out right now. It's still the very early 80s.
- 7:39It's like the beginning of the Internet with Netscape Navigator
- 7:42and Internet Explorer and also Opera.
- 7:46Do you remember Opera, I think still around.
- 7:48And what was the one Mosaic? Mosaic was great.
- 7:52I remember those times and even in the terminal, we used to
- 7:57search in the terminal and like type in things.
- 8:00There was servers you can connect to and you could find
- 8:04documents in like just the terminal window.
- 8:07It's crazy. And now of course, you can watch
- 8:12full movies anytime you want to on your phone.
- 8:15So it's like that when Google is the big player now.
- 8:21It used to be IBM back in the day.
- 8:25Microsoft came out of nowhere, took him out.
- 8:28Open AI could be the next player to take out Google, possibly.
- 8:35And that's why Google's kind of afraid.
- 8:36But they jumped on it with Gemini.
- 8:39Now, Slack isn't really an AI program, you know, It's not an
- 8:44app that's touted as an AI first application.
- 8:50But Dresser's recent work at Slack included rolling out large
- 8:53scale AI features such as AI generated meeting summaries and
- 8:57integrations with Salesforce's AI agents.
- 9:00That experience lines up with enterprise buyers who now expect
- 9:03concrete productivity gains and not just a chatbot.
- 9:08It also means she has navigated the governance, security, and
- 9:11procurement steps that big customers require.
- 9:16Dresser is all about the money, that's why they got her on and
- 9:22for a hefty price. So if she can turn this around
- 9:27and if she can make open AIA Enterprise player, even though
- 9:32you know some people already use open AI for enterprise, don't
- 9:35blame them for it. I could see why some companies
- 9:38would jump over to Google because if they already use the
- 9:40Google suite, they may as well use the Gemini suite with the
- 9:43Google Suite and it's just can go hand in hand now.
- 9:46And I love it. I love the invention of chat
- 9:50bots and I love that things that used to take copy and pasting
- 9:56into ChatGPT to get a summary. So say if somebody emailed me,
- 10:02right? So like right when the ChatGPT
- 10:04came out, somebody would e-mail me, a client would e-mail me and
- 10:09I would send it over to ChatGPT. I would paste it in there and
- 10:13say can you summarize this e-mail for me?
- 10:15OK, super simple. And it would summarize the
- 10:18e-mail and I'm like OK cool. Like give give me like 4 bullet
- 10:22points and it would do that. And I'm like oh, is this worth
- 10:25it for me to check this out? Sometimes it would be, sometimes
- 10:28it wouldn't be. But I without that step now
- 10:32because Gemini's there, it's all integrated.
- 10:35I don't have to do that anymore. What's the summary of this
- 10:37e-mail? Let me know if the email's, you
- 10:41know, 4 paragraphs long. I don't want to read the whole
- 10:43thing. I need a summary so I can
- 10:45quickly make a decision if I want to read the whole thing.
- 10:51Now, if I do, that's great. Gemini can tell me is it worth
- 10:54it? Yes.
- 10:55Now Dresser's going to be starting soon.
- 10:59Our start date is compressing the onboarding curve few weeks.
- 11:04She's starting next week and suggests that Open AI plans to
- 11:07plug her right into an existing enterprise machine and have her
- 11:11lead without a long runway. She already knows how to do
- 11:13this. She's going to step in here and
- 11:15she's going to be able to kill it.
- 11:16Now that puts early emphasis on pipeline health, top accounts
- 11:21and any quarter end commitments already in flight.
- 11:24So anything that's on the table, the dresser's going to step
- 11:29right in, take care of it. And a swift internal tour with
- 11:32product, trust, security and support leaders would come
- 11:35first. Of course, she's probably
- 11:36already meeting those people behind the scenes, followed by
- 11:39meetings with anchor customers and partners.
- 11:41Just to get to know everybody the first first week or two, get
- 11:44to know everybody. Start doing some business now.
- 11:50Brad Lightcap is worth underlining here.
- 11:54Acro under the CEO aligns revenue with operations and
- 11:58delivery, not only with marketing or finance.
- 12:01Now that set up gives the CROA direct handle on how promises
- 12:03turn into deployments, which is the core friction in enterprise
- 12:07AI. If a customer outcome lags, the
- 12:10escalation path is already inside operation, which shortens
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- 12:55No doubt about it. So here's the short wrap of this
- 12:59episode. Slack's EO Denise Dresser will
- 13:02become open AI's chief revenue officer starting next week.
- 13:05She'll run the enterprise unit report to CEO Brad Lightcap, and
- 13:09bring long expertise from Salesforce and Slack, including
- 13:12recent AI feature rollouts. Slack name's chief product
- 13:16officer Rob Seaman as interim CEO while the company manages
- 13:20this transition support. If you could take a second and
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