Workday
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 27, 2023 by Elad Gil · said 8 times in 5 episodes since 2023 · across every show →
Mentions by year
brought up most by Sridhar Ramaswamy (2), Sarah Guo (2), Elad Gil (2), Nikesh Arora (1), Elias Torres (1)
tap a year for its mentions
2025 5 mentions in 3 episodes 2 per episode
2024 1 mention in 1 episode
2023 2 mentions in 1 episode
Everything said about Workday, oldest first
Jul 27, 2023 bearish
Gil: AI will disrupt legacy ERP moats built on complex data integrations
“I think there's a lot of companies where part of their defensibility is the fact that you basically had to munch specialized data or integrations, you know, that would be the SAPs of the world or different ERP systems, Workday, et cetera. Like a lot of these t…”
Oct 2, 2025 positive
Arora: Cybersecurity must consolidate into single platforms like CRM and ERP
“Nobody has two sales forces deployed in an enterprise. Nobody has two workdays deployed in an enterprise. Nobody has two SAPs deployed in an enterprise. Why? Because you need end to end visibility, a singular workflow, a singular set of analytics to solve the …”