Workday
includes Workday Financial Management
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 29, 2026 by Chamath Palihapitiya · said 23 times in 16 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Chamath Palihapitiya (10), Gavin Baker (4), Jason Calacanis (2), David Friedberg (2), Thomas Laffont (1), Nikesh Arora (1), Emil Michael (1), David Sacks (1)
tap a year for its mentions
2026 11 mentions in 8 episodes 1 per episode
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- All-In's 2026 Predictions
- every mention in 2026, scene by scene →
2025 2 mentions in 2 episodes 1 per episode
2024 6 mentions in 3 episodes 2 per episode
2022 4 mentions in 3 episodes 1 per episode
- E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- every mention in 2022, scene by scene →
Everything said about Workday, oldest first
Aug 29, 2026 bearish
Chamath: Vertical SaaS Is Easily Replicated Workflows, Not Moats
“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”