The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
Rampell: Workday could triple revenue by automating active HR tasks
“Workday could probably triple their revenue if they start doing this because they're already the system of record.”
Amble: Workday limits third-party API access and documentation
“Workday makes it extremely difficult to actually, like, get access to the documentation and work with the, like, and they don't expose all the endpoints.”
Rampell: Legacy enterprise software replaced paper with databases while adding IT overhead
“So basically, every single filing cabinet became a database, and there were benefits to that, but it didn't actually make the world that much more efficient, because whereas before you would have a human go fetch you the HR file, For Eric. Like, oh, go to the …”
Rampell: AI turns passive SaaS databases into active, high-value agents
“What's exciting about AI is that it's taking this filing cabinet and now allowing actions on the filing cabinet. And that's what I think is really revolutionary, because you can actually ask the software filing cabinet application, like Workday, hey, I want to…”
Rampell: Seat Pricing Predictability Simplifies Enterprise Sales Scaling
“Workday has the, it's predictability in both directions, right? It's predictability for the spender of the money, which is the customer. But it's also the predictability for the management team, knowing that you should spend your time trying to sign up GE, and…”
Horowitz: Cloud software companies are 10x larger than on-premise predecessors
“If you compared the on-premise software companies to the cloud software companies, so compare PeopleSoft to Workday or compare Siebel software to Salesforce, the cloud version was just 10 times bigger.”
McGurk: High multiples and ongoing losses drive SaaS bubble concerns
“So I think there's two things that people look at and point to point, point to the bubble, and one is revenue multiples that a lot of these SaaS companies are trading at, and I think it's both current and future expected losses, so lack of profits of a lot of …”
Casaretti: Billings serve as a leading indicator of SaaS revenue growth
“And that really is like a leading indicator of revenue growth, and that's why you see a lot of investors focusing on billings more so than revenue itself, because if Workday, for example, signs a severe contract with the customer, And they have that unearned r…”