Workday, every mention
9 scenes (2026), the whole family · ← back to Workday
tap a year for its mentions
every year 2026 anyone Chamath Palihapitiya 10Gavin Baker 4Jason Calacanis 2David Friedberg 2Thomas Laffont 1Nikesh Arora 1Emil Michael 1David Sacks 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where Workday comes up
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 25:21 Chamath Palihapitiya Workday, Oracle with respect to their GL.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:35:21 Gavin Baker Hey, there is one thing that broke during the show that we should for sure talk about, and that's that Silver Lake may be buying Workday. 2 times in the scene
- ▶ 1:35:49 Gavin Baker Really changes, um, the investing landscape, and I, I don't know what the potential buyers of Workday are thinking, but I do know that the rise of open source and the increasing competitiveness of open source is a godsend for the American… 2 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 58:04 David Sacks I think there's some things about Airtable that make it very different than, I don't know, let's say a Salesforce or a Workday is
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 17:17 Andrew Feldman I mean, if you think about a company, you know how much time is spent cutting things out of Workday and getting it in a different cell for, right?
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:32 Thomas Laffont Just a few months in, these companies passed Workday.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 32:03 Jason Calacanis 42% workday, 45%, one hundred eighty billion in market caps been lost.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 51:20 Emil Michael Workday saw like HR software.
All-In's 2026 Predictions
- ▶ 1:08:28 David Friedberg Yeah, let me just give you some numbers on that to show you ServiceNow down 30%, Workday down 18%, DocuSign down 23%, Dropbox down nine percent, and Box down six percent while the S&P was up 17%.