Workday

4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Oct 6, 2025 by Tobi Lütke · said 11 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by John Collison (6), Tobi Lütke (3), Alex Rampell (2)

mentionsepisodesper episode tap a year for its mentions

2026 8 mentions in 4 episodes 2 per episode

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 3 mentions · from 51:22
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board Mar 10, 2026 · 2 mentions · from 50:36
Ramp founder Eric Glyman on the many ways AI is changing corporate spending Feb 17, 2026 · 2 mentions · from 30:01
The world of voice AI, with Mati Staniszewski of ElevenLabs Apr 14, 2026 · 1 mention · from 54:53
every mention in 2026, scene by scene →

2025 3 mentions in 1 episode

Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 3 mentions · from 13:05
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Workday, oldest first

Oct 6, 2025 neutral

Insight

Lütke: Using third-party software forces adoption of vendor worldviews

“If you use software by others, you have to buy into their vision.”

Tobi Lütke Oct 6, 2025 ▶ 12:58 Tobi Lütke is still captivated by internet commerce, 20 years later

Oct 6, 2025 neutral

Disclosure

Lütke: Shopify built custom HR software because Workday lacked needed features

“In, in, in our case, in HRS, we had some things that were not doable with Workday and all these systems, and so we built it ourselves.”

Tobi Lütke Oct 6, 2025 ▶ 13:32 Tobi Lütke is still captivated by internet commerce, 20 years later

Feb 17, 2026 bullish

Prediction Not checkable as stated

Rampell: Nobody is going to replace or get rid of Workday

“So, like, Workday, I think is, like, nobody's gonna get rid of Workday.”

Alex Rampell Feb 17, 2026 ▶ 30:01 Ramp founder Eric Glyman on the many ways AI is changing corporate spending

Mar 10, 2026 neutral

Assertion Supported

Collison: Anthropic recently installed Workday

“Indeed, Anthropic just installed workday, very famously.”

John Collison Mar 10, 2026 ▶ 50:45 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Workday

Mentions by year

Everything said about Workday, oldest first

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