Asana

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Aneel Bhusri, CEO of Workday. Photo by Noah Graham/Getty Images.
The Briefing

Workday’s CEO Shuffle Is a Sign of Things to Come

By Martin Peers · Feb 9, 2026 5:00pm PST · 1 comment
Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday revealed Monday it had replaced its CEO, Carl Eschenbach, with co-founder and former CEO Aneel Bhusri, who is returning “to lead the company’s next chapter.” Bhusri, to be clear, has led the company for most of its chapters, having been either co-CEO or... Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday...
Art by Mike Sullivan
Exclusive

Microsoft Moves to Respond to New Threats From Anthropic

By Aaron Holmes · Jan 28, 2026 6:00am PST · 2 comments
Anthropic’s launch of Cowork, an AI-powered tool that takes over a computer to handle workplace tasks involving numerous applications, from Microsoft Office apps to Slack, has reverberated through Microsoft’s ranks. In the days following the launch this month, Microsoft product leaders told colleagues that Cowork seemed like a competitor to 365... Anthropic’s launch of Cowork, an AI-powered tool that takes over a computer to handle workplace...
Anthropic CEO Dario Amodei via Getty
Applied AI

Anthropic and JPMorgan Seem to Agree That AI Isn’t Eating Enterprise Apps Yet

By Amir Efrati and Kevin McLaughlin · Jan 27, 2026 11:37am PST
AI has been a frequent bogeyman to software stocks in the past year, with investors worried that AI agents could erode seat-based subscription pricing models and long-term growth. Shares of big incumbents such as Salesforce, Workday, Hubspot, ServiceNow and Adobe are down anywhere from 29% to 58% in that time frame, prompting some analysts... AI has been a frequent bogeyman to software stocks in the past year, with investors worried that...
Dustin Moskovitz, co-founder of Asana. Photo via Flickr/Web Summit
The Briefing

Moskovitz Should Sell Asana

By Martin Peers · Mar 11, 2025 5:00pm PDT
We saw a muted recovery in some tech stocks on Tuesday, but there were a few notable exceptions. One was Asana, which makes a workplace collaboration software tool and is also known as the second act of Facebook co-founder Dustin Moskovitz. The stock plunged 24% today, the day after the company reported a middling quarter—and, perhaps more... We saw a muted recovery in some tech stocks on Tuesday, but there were a few notable exceptions....
An Asana sign at the New York Stock Exchange when the company went public last week. Photo by Bloomberg.
The Briefing

What Palantir and Asana Mean for Direct Listings: The Information’s Tech Briefing

By Martin Peers · Oct 5, 2020 5:31pm PDT · 1 comment
Stocks enjoyed a robust rally on Monday—except for the two newest stocks to go public via direct listing, Palantir and Asana. For the fourth consecutive day, both stocks lost ground. Palantir is now down 5% from its close last Wednesday, while Asana is down 13%. Both are down much more from their highs on their opening day. The weak... Stocks enjoyed a robust rally on Monday—except for the two newest stocks to go public via...