Mike Cannon-Brookes
8 statements across 1 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement Mar 6, 2026 by Mike Cannon-Brookes · across every show →
On the record as a speaker too: Mike Cannon-Brookes's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mike Cannon-Brookes, oldest first
Mar 6, 2026 positive
Cannon-Brookes: Knowledge businesses are process networks, not static databases
“To me, businesses are a set of processes. They're not a system of record. Like, these are all process-based systems, right? Everything Alex has just said is totally true, but there are processes like reference checking or other things, and your ability to coor…”
Mar 6, 2026 positive
Mar 6, 2026 neutral
Mar 6, 2026 bearish
Mar 6, 2026 neutral
Cannon-Brookes: Customer service is input-constrained; higher speed yields no extra demand
“The customer service example with Zendesk, that's input-constrained. Your customers ask a certain amount of questions. How quickly you process those is about your efficiency, cost, speed, quality of running that queue. If you do it 10 times as fast, you don't …”
Mar 6, 2026 positive
Cannon-Brookes: AI Vibe Coding Makes Enterprise Software Stickier, Not Obsolete
“That actually makes Workday stickier in the enterprise and more valuable because you can build all these applications on top, which is the power of AI and vibe coding and creativity to make it more tailored for what I need.”
Mar 6, 2026 negative
Cannon-Brookes: Outcome-Based Pricing Friction Escalates in Year Two
“The problem with say customer service where I've saved you know, you used to spend 20 dollars on customer service with our tool, you'll only spend 10. That's a great sales pitch in year one. In year two, the customer goes, but I only spend 10. Now I want to sp…”
Mar 6, 2026 bullish
Cannon-Brookes: Software AI gains will increase output rather than cut headcount
“But then I have kind of output-constrained work, if I think about anything creative, marketing, I would argue software development, technology, where I can theoretically do an unlimited amount of tasks, right? I'm constrained by my creativity, if you like, and…”