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Which podcasts are discussing WDAY?
19 ATTRIBUTED IDEAS · 15 EPISODES · 10 SHOWS
The shows
a16z Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The Acquirers Podcast
The Compound and Friends
The Twenty Minute VC
Animal Spirits
CNBC Fast Money
Excess Returns
Goldman Sachs Exchanges
Thoughtful Money
Where the discussion went deepest
15 MAY15 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 15:00
AI rerates enterprise software valuations
“The guest argued the enterprise software market has been rerated downward due to AI hype and uncertainty, despite strong underlying business performance.”
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Core thesis · 5/5Verify in source →
8 MAY8 MAYTHOUGHTFUL MONEY · 06:30
30 APR30 APRA16Z PODCAST · 10:00
AI-native replatforming cracks Workday's moat
“The guest argued that AI represents a platform shift that enables a new generation of enterprise software to fundamentally replace deeply entrenched incumbents like Workday by offering a radically different, agent-first user experience.”
Workday’s Last Workday? AI and the Future of Enterprise Software · with Joe Schmidt
Core thesis · 5/5Verify in source →
7 MAR7 MARTHE TWENTY MINUTE VC · 5:00
Buying software incumbents on the dip
“The guest argued they are buyers of established software stocks like Procore, Workday, and Toast, viewing the sell-off as an overreaction and an opportunity.”
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists · with Mitchell Green
Core thesis · 5/5Verify in source →
11 AUGYESTERDAYEXCESS RETURNS · 21:10
Traditional enterprise application software in trouble
“The case was made that traditional enterprise application software faces disruption as AI shifts the user interface to agents and chat, relegating incumbents to 'dumb data pipes.'”
We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble
In depth · 4/5Verify in source →
8 AUG4D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 09:50
Enterprise SaaS moats protect against AI disruption
“The bullish case argued: entrenched enterprise SaaS with deep compliance, integration, and institutional workflows - like Microsoft, Salesforce, and Workday - are largely insulated from being replaced by 'vibe-coded' AI solutions.”
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
In depth · 4/5Verify in source →
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