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Why the SaaSpocalypse Isn’t Over For Workday

By Laura Bratton and Anita Ramaswamy · Oct 6, 2026 6:00am PDT · 1 comment
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... AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to...
Box CEO Says AI Will Entrench Old-Guard Enterprise Apps, Not Hurt Them
Applied AI

Box CEO Says AI Will Entrench Old-Guard Enterprise Apps, Not Hurt Them

By Kevin McLaughlin and Aaron Holmes · Jul 22, 2025 10:49am PDT
Salesforce, Figma and other enterprise app firms have responded to a potential threat from artificial intelligence startups by limiting the startups’ access to customer data or files, even if the customers themselves give permission. But Aaron Levie, CEO of file storage firm Box, which turns 20 this year, says his company has no intention... Salesforce, Figma and other enterprise app firms have responded to a potential threat from...
Art via Clark Miller
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Corporate Spending on OpenAI Threatens Salesforce, Other Enterprise Apps

By Aaron Holmes · Nov 4, 2024 6:00am PST · 1 comment
Artificial intelligence is supposed to transform the business world and boost the software industry that’s selling it. But as companies spend more money on chatbots and other conversational AI (see related chart), some say they plan to reduce spending on other types of software, such as expensive enterprise applications and non-AI cloud... Artificial intelligence is supposed to transform the business world and boost the software...
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...
Businesses Still Dream of Using AI to Replace Enterprise Apps
Applied AI

Businesses Still Dream of Using AI to Replace Enterprise Apps

By Kevin McLaughlin and Aaron Holmes · Nov 20, 2025 10:45am PST · 1 comment
We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps like Salesforce, ServiceNow and Workday. While a disaster scenario for these firms hasn’t happened because AI generally isn’t reliable enough to duplicate what they do, some customers are still trying to use the latest AI models to replace those apps... We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps...
Photo by Craig Warga
Applied AI

Anthropic Says Its AI Can Clone Enterprise Apps Like Slack

By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments
When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at the idea of using them to develop their own versions of Salesforce and Slack and stop paying a fortune for enterprise apps. But the AI wasn’t accurate or consistent enough to do that.Now Anthropic is reawakening these app-replacement dreams. In a... When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at...