Workday
Mentioned in 39 analyzed podcast episodes across 10 shows
A major enterprise software company specializing in cloud-based HR and ERP systems founded in 2005, known for deep customer integrations and high switching costs that create defensible competitive moats. Podcasts frequently reference the company as both an example of resilient enterprise software insulated from disruption by its pricing model tied to headcount, and as a case study in how established SaaS players are adapting to incorporate AI capabilities. Recent podcast discussions have focused on the company's stock volatility amid sector-wide AI-driven market concerns and revenue guidance misses.
Mentioned On
Episode Mentions
Mad Money w/ Jim Cramer · Apr 8, 2026
Mad Money w/ Jim Cramer 4/8/26
“Enterprise software down 6.5% on concerns that AI can duplicate SaaS functionality”
The a16z Show · Apr 8, 2026
The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie
“Mentioned as enterprise system facing API access and agent integration challenges similar to SAP”
TBPN · Apr 7, 2026
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
“Software company example of founder-mode CEO return (Anodot); facing AI disruption risk from models that could build solutions directly”
Motley Fool Money · Apr 3, 2026
A $2 Trillion IPO & the Space Economy
“HR and financial management software at 12x forward earnings; used by AI companies; disruption-resistant”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 2, 2026
Ep 747: Responsible AI Playbook: What It Means and 5 Moves to Ensure Your AI Strategy Survives (Start Here Series Vol 17)
“Subject of Mobley v. Workday federal lawsuit for AI hiring discrimination; landmark case rejecting algorithmic defense”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Enterprise software company down 40% in Q1 on AI displacement fears and CEO departure, double threat from automation and layoffs”
Possible · Mar 25, 2026
After SaaS
“Used as example of established SaaS that AI companies still rely on for non-core functions”
TBPN · Mar 19, 2026
Samsung Invests $70B in AI Chips, The Cubanator Joins, Apple: Behind in AI, Ahead in Revenue | Mark Cuban, John Kim, Eugen Alpeza, Ari Herbert-Voss, Alex Konrad, Carl Eschenbach & Pat Grady, Jim Cantrell, Tom Hulme
“Example of incumbent SaaS company successfully integrating AI while maintaining market position”
The a16z Show · Mar 6, 2026
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
“Cited as example of SaaS company less vulnerable to AI because pricing is proxy for headcount, not work output”
Possible · Mar 4, 2026
How Notion rebuilt for the age of AI
“Mentioned as example of HR systems that will need to adapt to include AI agents in directories”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Enterprise software stock rallying after being written off due to AI disruption fears”
Morning Brew Daily · Feb 26, 2026
Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico
“HR software company potentially threatened by AI agents according to market speculation.”
Mad Money w/ Jim Cramer · Feb 26, 2026
Mad Money w/ Jim Cramer 2/25/26
“Enterprise software company reporting weak numbers and stock decline amid AI disruption concerns”
Mad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Enterprise software company experiencing relief rallies followed by disappointing earnings, vulnerable to AI disruption”
CNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“Software company down 11% after-hours on revenue guidance miss; trading at 12x earnings with 80% gross margins”
Mad Money w/ Jim Cramer · Feb 24, 2026
Mad Money w/ Jim Cramer 2/23/26
“Enterprise software firm impacted by AI disruption narrative and multiple compression in software sector”
Animal Spirits Podcast · Feb 18, 2026
Is AI a Mistake? (EP. 452)
“Enterprise software with multi-year migration projects; example of strong switching costs protecting against AI disruption”
Cheeky Pint · Feb 17, 2026
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
“Referenced as example of high-switching-cost enterprise software with significant complexity moat”
Hard Fork · Feb 13, 2026
‘Something Big Is Happening’ + A.I. Rocks the Romance Novel Industry + One Good Thing
“HR software company whose CEO stepped down after 17% stock decline”
Prof G Markets · Feb 5, 2026
Google Doubles Down on Spending as AI Fear Returns
“Enterprise software company down 5% in past week amid sector-wide AI-driven selloff”
TBPN · Feb 4, 2026
Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp
“Example of defensible enterprise software with deep customer integrations and trust”
Giggly Squad · Jan 30, 2026
Giggling about cortisol, choking, and bidets
“AI-powered ERP system featured in pre-roll advertisement targeting business professionals”
Marketing School - Digital Marketing and Online Marketing Tips · Jan 27, 2026
AI Won't Destroy Jobs, It Will Create A Labor Shortage
AI + a16z · Jan 27, 2026
Martin Casado on the Demand Forces Behind AI
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 22, 2026
The 3x Payoff of Deep AI Integration
The a16z Show · Jan 21, 2026
Martin Casado on the Demand Forces Behind AI
The a16z Show · Jan 15, 2026
Ben & Marc: Why Everything Is About to Get 10x Bigger
The a16z Show · Jan 14, 2026
Alex Rampell on TBPN: Revenge, Redemption, and Founder Drive
The a16z Show · Jan 12, 2026
Alex Rampell on Venture at Scale and Founder Incentives
All-In with Chamath, Jason, Sacks & Friedberg · Jan 10, 2026
All-In's 2026 Predictions
The AI in Business Podcast · Jan 8, 2026
How an Open Context Layers Help Enterprises Build, Govern, & Scale Agentic AI - with Prukalpa Sankar of Atlan
“Customer example where context layer approach improved AI accuracy by over five times compared to traditional BI governance”
The a16z Show · Dec 31, 2025
The Inside Story of Growth Investing at a16z
Uncapped with Jack Altman · Dec 16, 2025
Uncapped #37 | Saam Motamedi from Greylock Partners
“Founded 2005 at Greylock by Anil Bhatnani and Dave Duffield; $50-100B company that re-platformed HRIS for cloud”
Coffee Break Spanish · Nov 17, 2025
Coffee Break Spanish - All You Need To Know
“ERP software sponsor mentioned in pre-roll advertisement for business process management.”
Coffee Break Spanish · Oct 26, 2025
Clue #4 (español) | The Great Coffee Break Treasure Hunt 2025
“AI-powered ERP system advertised as sponsor to help businesses focus on high-value work”
Coffee Break Spanish · Oct 22, 2025
Clue #2 (español) | The Great Coffee Break Treasure Hunt 2025
“AI-powered ERP system advertised as helping businesses focus on high-value work by automating routine tasks.”
The Artificial Intelligence Show · Oct 14, 2025
#173: OpenAI Dev Day, AI Gets Political, Sora Copyright Drama Continues, Gemini Enterprise & AI’s Impact on Job Hunting
Building AI Boston · Jul 7, 2025
AI for Job Seekers with Dr. Andrew Malinow
“HR vendor that Malinow hopes will become obsolete as LinkedIn replaces traditional ATS systems”
The Way to College Podcast · Jun 9, 2025
Ep. 189 – Sam Garcia | From STC to Harvard Law and Venture Capital
“Company founded by Jerry Ting (Garcia's law school classmate) that sold for significant amount”