Workday
Enterprise SaaS company whose stock was down 18%, indicating a challenging market.
Common Themes
Videos Mentioning Workday

All-In's 2026 Predictions
All-In Podcast
Enterprise SaaS company whose stock was down 18%, indicating a challenging market.

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
All-In Podcast
An enterprise software company cited as successfully achieving significant scale and growth, akin to Salesforce.

How AI is Eating Finance - with Mike Conover of Brightwave
Latent Space
Company where Mike Conover was director of financial machine learning and where his co-founder Brandon Katara worked.

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
All-In Podcast
An enterprise cloud applications provider, mentioned as existing database software that doesn't prevent human accounting errors.

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
All-In Podcast
Cited as an example of an enterprise company that makes a single linear monolithic product, making it potentially easier to compete against compared to platform-level businesses like Microsoft.

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
All-In Podcast
A SaaS company mentioned in the context of market corrections and the re-rating of public company valuations.

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
All-In Podcast
Similar to Salesforce, it's mentioned as a system of record that AI development could disrupt or replace.

AI Dev 25 x NYC | Scott Hurrey: Scaling Enterprise AI with MCP and A2A
DeepLearningAI

Personalized learning at scale: How the L&D team behind Calvin Klein customizes learning programs
Big Think+

Advantages Of A First-Time Founder
Y Combinator
A cloud-based enterprise software company specializing in human capital management and financial management.

Nikesh Arora | All-In Summit 2024
All-In Podcast
Mentioned as a company with a platform strategy similar to what is lacking in cybersecurity.

Travis Kalanick Joins, xAI Rebuild, Spotify CEO Joins, Apple Faces Slop Allegations
TBPN
A cloud-based software vendor for human capital management and financial management, used as an example of an industry that consolidated into a single platform.

Female Founders Conference - Mountain View
Y Combinator
A software company, mentioned as being on the 'great places to work in tech' list alongside Polyvore.

The Better Customer–Startups or Big Enterprise?
Y Combinator
A large HR software company whose early customers were larger businesses engaging in six to seven-figure deals, highlighting that comprehensive HR suites are only needed by companies with hundreds of employees.

How To Use AI In Your Startup
Y Combinator
Mentioned as an example of a company that benefited from the shift to cloud-based software, analogous to the current AI shift.

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
All-In Podcast
Mentioned as a SaaS company whose market capitalization has been affected.

How To Write Killer Cold Emails That GUARANTEE Responses (45.8% Reply Rate?!)
Alex Berman
A large B2B SaaS company used as an example for cold email outreach.