Workday CEO: Even AI Giants Can't Vibe Code Their Way Off Us
Workday's CEO claps back at AI replacement fears, noting Anthropic, Google, and OpenAI all run on Workday tools.
Workday CEO Aneel Bhusri has a message for investors panicking about AI eating enterprise software: the AI companies themselves are his customers.
Bhusri revealed that Anthropic, Google, and OpenAI all use Workday's tools internally. His pointed takeaway? "No amount of vibe coding" could replace what Workday does. It's a bold flex from a CEO whose company stock has cratered roughly 40% year-to-date.
The statement directly addresses investor fears that generative AI could eventually automate away the need for complex HR and finance platforms like Workday. Bhusri's counter-argument is simple: if the most advanced AI labs on the planet still need Workday to run their own operations, maybe the disruption threat is overblown.
Whether Wall Street buys the argument remains to be seen. That 40% drop suggests skepticism runs deep.