Workday
Organization
Enterprise SaaS company whose stock was down 18%, indicating a challenging market.
Mentioned in 28 videos
Every podcast mention of Workday in one pod.
28 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Workday
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrasctructure, Enterprise AI, SaaS
Stanford Online
Mentioned as an enterprise system from which DataBricks builds connectors, similar to Salesforce.
This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)
Lenny's Podcast
Mentioned as having a CTO who became a Member of Technical Staff at Anthropic.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In Podcast
Enterprise cloud applications provider, rumored to be acquired by Silver Lake, showing a resurgence in private equity interest in software.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
All-In Podcast
Cited as an example of a horizontal monolithic company with a unique system of record that is difficult to replicate.
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