Discover/The Twenty Minute VC (20VC)The Twenty Minute VC (20VC)/20VC: Anthropic Raises $30BN at $380BN V...

Why ServiceNow, Salesforce, and Shopify could all be replaced by databases

The Twenty Minute VC (20VC)The Twenty Minute VC (20VC) · 20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive...

“What's the commonality between ServiceNow, Salesforce, and Shopify?”

23:27 / 23:46

What's the commonality between ServiceNow, Salesforce, and Shopify? It seems like nothing. But actually, they all could be abstracted away into a database. Even Shopify can't. If I am shopping on chat g b t, I may not go to that merchant store ever. And in the short term, it doesn't hurt Shopify because it is the plumbing of the store. Right? And it takes a piece of the GMV.

About this clip

The speaker argues that major enterprise platforms like ServiceNow, Salesforce, and Shopify share a hidden vulnerability - they can all be abstracted away into databases. Using Shopify as an example, they explore how AI shopping through ChatGPT could bypass merchant stores entirely, though Shopify's role as underlying infrastructure may protect it short-term.

Why this clip

This presents a counterintuitive thesis that connects seemingly unrelated enterprise giants through a shared existential threat from AI abstraction.

23:27 - 23:4618scontrarian take
platform-disruptionai-commerceenterprise-software

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What they said next

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