Elena Burger

So before we get like super granular about what these problems are and what the opportunity space is, like I feel like we should talk about what Workday is doing right now because like it's not like they've been sitting on their asses.

Yeah.

Their AI ARR has hit like $400 million in yearly run rate.

It's growing triple digits year on year.

Like they're not doing nothing.

So can you talk about the products that they do have and kind of –

where you feel like they fall short or maybe where you feel like they're sufficient or good.

Yeah, yeah.

And now I think this brings us to kind of like, okay,

What, you know, this is what the title of, you know, the entire second half of the piece is, what an AI native workday should look like.

Should we just kind of talk through a couple of these categories and kind of what you've seen, what you've heard, the kind of founders that you're talking to, also the kind of demands that you're hearing from Fortune 500s and just kind of like, what does this look like?

Yeah.

And then let's just talk about the end of the piece a little bit.

So you sort of argue that, you know, this is actually about more than, you know, HR software.

It's also about, you know, how humans and agents interact.

And I would love to just hear you talk a little bit more about that and here, here, down.

Yeah, we're down here.

Like, I would love to hear a little bit more about that and kind of, you know, what do you mean when you say that?

And kind of, can you help sketch out what that looks like?

So would you make the argument that HR software is like the most anthropologically salient sort of vertical in software in terms of telling us where we are?