Why the SaaSpocalypse Isn’t Over For Workday

AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to store key information about employees and financial transactions. But it is putting potential constraints on their growth. Already, some Workday customers are using so-called AI agents from Anthropic, Microsoft and other providers to pull data from Workday so they can analyze employment records or trends, for example, meaning the customers themselves don’t have to visit the app. And many...