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WDAYBALANCEDSubstantive discussion · 3/5

Workday's defensive moves in AI race

The discussion framed Workday's recent strategic actions - bringing back Anil Bhasin, conducting layoffs, and acquiring Sana - as a defensive scramble in a high-stakes AI race.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE