Workday
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 11, 2024 by Ranjan Roy · said 16 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (4), Joe Davis (2), Amit Zavery (2), Thomas Kurian (1), Stephen Morris (1), Sebastian Siemiatkowski (1), Ranjan Roy (1), Parker Harris (1)
tap a year for its mentions
2026 10 mentions in 5 episodes 2 per episode
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- The Right Way To Build AI Agents — With NVIDIA's Adel El Hallak and ServiceNow's Joe Davis
- Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- every mention in 2026, scene by scene →
2025 3 mentions in 3 episodes 1 per episode
Everything said about Workday, oldest first
Sep 11, 2024 neutral
Roy: Klarna plans to eliminate Salesforce and Workday entirely using in-house AI
“And last night for the attention, he made a big announcement saying that they're going to be cutting their entire sales force and work day budgets because they built in house processes that are simpler, faster,
Using AI, generative AI, good old-fashioned data…”
Feb 2, 2026 bullish
Morris: AI's biggest prize is replacing enterprise SaaS like Workday and Salesforce
“The real money, like the stickiness is getting these big multi-year, 10 to a hundred million dollar contracts with, you know, existing public companies, you know, to go in there and like replace a lot of the staff, the SaaS software that they already have in t…”