Workday, every mention
30 scenes (2026) · ← back to Workday
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every year 2026 anyone Harry Stebbings 36Jason Lemkin 30Mitchell Green 11Ravi Viswanathan 7Alex Rampell 6Sarah Guo 5Zachary Bookman 3Shreyas Doshi 3Saam Motamedi 3Pat Grady 3
Verbatim, from the transcripts: the passages where Workday comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 32:24 Harry Stebbings Workday, one of them.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 19:49 Jason Lemkin Uh, if Workday goes private, exactly what its DCF will look like in twenty-thirty-two is so important.
- ▶ 32:19 Rory O'Driscoll And then, as you said, the stock-based comp, no one's going to care because the reason you worry about stock-based comp is because in a steady state like Workday, we can talk about that in a second. 2 times in the scene
- ▶ 48:19 Harry Stebbings I don't imagine Workday is quite at the cutting edge like two of your companies at 2027 already hitting those goals. 2 times in the scene
- ▶ 51:32 Jason Lemkin It's great to have a system of record, which Workday has. 13 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 38:42 Nikesh Arora Perhaps it's the next iteration of Salesforce, the next iteration of SAP, or the next iteration of Workday that is going to help me do that because I do believe it needs to become more intelligent.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 10:30 Jason Lemkin Ok, Workday does three year contracts up front and five year renewal. 4 times in the scene
- ▶ 47:53 Jason Lemkin So it gets cut before you cut, before you cut your workday or Salesforce, right?
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 20:14 Amjad Masad We're not seeing people rip out Salesforce, Workday, or like really fundamental.
- ▶ 44:02 Harry Stebbings He was the CEO of Workday, and now he's at Sequoia as a partner, but he was CEO for a long time, so, and he was at Adobe for many, many years.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 1:26:48 unnamed speaker Like, yeah, there's some issues here, but Sarah is so experienced that things work like the work day finally works.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 18:30 Harry Stebbings We're seeing buybacks like, like never before for your work days and your sales forces of the world.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 1:48 Mitchell Green You know, a portion of our funds can be invested in public equities, so we're buying companies like Procore, Workday, Appian.
- ▶ 2:40 Harry Stebbings Workday's at 6.8% growth now.
- ▶ 2:54 Mitchell Green Uh, well, Workday's AI business is growing super fast inside it. 7 times in the scene
- ▶ 6:05 Harry Stebbings We mentioned Workday. 2 times in the scene
- ▶ 9:50 Mitchell Green AI is not going to be about the next call center company, or the next, like, workday.
- ▶ 54:31 Mitchell Green It surprises me that more people don't, but I think, like, early stage venture is extremely different than going to back, going to buy Atlassian right now, or going to buy Workday, or going to buy Salesforce, or going to buy, you know,…
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 25:54 Lucas Swisher Salesforce Workday ServiceNow.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 14:52 Jason Lemkin I didn't see this, the ROI I thought from that Salesforce module or workday financials.
- ▶ 1:09:54 Harry Stebbings Workday and the CEO transition there and then thrive in the ten billion dollars.
- ▶ 1:17:20 Harry Stebbings Netherlands, High Sport, Anduril, Workday, any that jump out?
- ▶ 1:17:29 Jason Lemkin I, I don't want to overdo the Workday thing, but man, it is interesting that Anil had to go back in like eight months to run Workday. 4 times in the scene
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 19:25 Harry Stebbings Because we've got your Mondays, your duos, your workdays, your HubSpots that, I mean, I, the Sassica's real.
- ▶ 41:13 Jason Lemkin You can work day set it. 2 times in the scene
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 1:15:19 Jason Lemkin Workday said seats are perpetually under pressure.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 21:07 unnamed speaker It's, this isn't work, Workday spending a little bit less on, uh, on making sure that the, the, the Windows 98 integration works properly.
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 19:45 Alex Rampell Of course he starts Workday, and he's like, fuck you, Larry Ellison.
- ▶ 22:11 Alex Rampell So if there's a company that has something marginally better than Workday, right? 4 times in the scene
- ▶ 1:04:49 Alex Rampell And that's things like Workday and NetSuite and these things where it's like, they have the hostages, um, never going anywhere.