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> Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced it has entered into a definitive agreement to

by afavour 11mo ago

> Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced it has entered into a definitive agreement to acquire Pipedream, a leading integration platform for AI agents Pipedream indeed! It blows my mind that every company has decided to call itself an “AI platform” but it blows my mind even more that the stock market apparently believes them when they say it. Workday was an HR platform five years ago. It still an HR platform today.

fsniper 11mo ago
I suppose all comes down to who runs the leading (or any) investment companies. Money people are not known to be technically literate enough for not being fooled by magic (any sufficiently advanced technology). They are facinated by llms that they are pouring down money to AI related companies. Can you blame them? Can’t deny, I am also fascinated by llms.
- afavour 11mo ago
  > They are facinated by llms that they are pouring down money to AI related companies. Can you blame them? Can’t deny, I am also fascinated by llms. I don’t think they’re fascinated by LLMs in the way the average Hacker News user is. They are fascinated by the pipedream (intended) of LLMs enabling them to lay off masses of workers and having AI do the work instead. It fascinates them the same way offshoring has fascinated them for years.
  - fsniper 11mo ago
    > They are fascinated by the pipedream (intended) of LLMs enabling them to lay off masses of workers and having AI do the work instead I am not fascinated by that part, I am honestly scared for my future.
chanux 11mo ago
I came here to say this. I was chuckling thinking that this is how I should write my LinkedIn intro. Also, anyone who loves coming across Workday and friends (enemies) when applying for jobs?
gomoboo 11mo ago
That Workday description reads like the resumes one writes when desperate and the job search has expanded into totally unrelated professions.
- johnfn 11mo ago
  "managing people, money and agents" yes, that makes total sense, agents are managed exactly the same ways that you manage people or money, I don't see anyth- WHAT AM I READING?!??
  - Gormo 11mo ago
    "Agents" is a term that usually refers to people working in a customer support role at a company. Anyone using "agent" without qualification to describe autonomous AI is engaging in a perversion of the English language and should be ashamed of themselves.
    - johnfn 11mo ago
      You don’t think that words can shift meaning over time?
      - Gormo 11mo ago
        They can, but whether they have is something to be determined by observation, not simply assertion. It's unfortunately commonplace for people using words inconsistently with established usage, or coming up with novel usages that create ambiguity with respect to existing terms, to use "language evolves" as a blanket excuse. But saying "language evolves" merely describes the process by which the current state of the language emerged, and doesn't actually substantiate any specific claim about what that current state actually is. The point here is that this novel usage of the term "agent" is in conflict with what actually is the current standard meaning of the term, and actually does inhibit communication with people who aren't immersed in tech jargon. I've encountered this myself when discussing AI tooling with the team managing a customer service call center, where "agent" is a pervasive term that already refers to human staff.
Esophagus4 11mo ago
I was gonna try to contradict you by looking up Workday’s multiple and showing that it is valued like an HR company, but holy smokes… Their multiple is 105 lol
- airstrike 11mo ago
  their forward multiple is the only one that matters
  - Esophagus4 11mo ago
    Ah, well that brings the number back to reality.
  - nrhrjrjrjtntbt 11mo ago
    Well if we are using crystal balls then the future stock price is the only thing that matters.
    - airstrike 11mo ago
      That's disingenuous and uninformed, sorry. You're trying to refute my claim but kind of just proving my point. The current price is indeed an indication of what the market believes will happen to the company's performance. It doesn't matter if their estimates will eventually be proven right or wrong. Looking at forward P/E will serve precisely to express what the market's "crystal ball" is saying! That's what we want to know. What do people think this company is worth? Conversely, the current price and their past earnings are not related, so dividing one by the other is mostly just noise.
rustystump 11mo ago
If their product wasnt an absolute dumpster fire, id give em a pass.
flexagoon 11mo ago
As someone with no experience with either of those two services, I read that description and had no idea what Workday does. So I thought, maybe their homepage will explain it better. > Manage HR, finance, and all your AI agents. All in one place. > Elevate the potential of your people and boost productivity across your organization with human-AI collaboration. > Turn AI into ROI faster and deliver transformational outcomes driven by trust, agility, and data readiness you can rely on. > 11,000+ organizations worldwide trust Workday. Huh? Sure, whatever, I'm not even surprised about them trying to cram AI buzzwords into every sentence, I'm used to that by now. But what's the deal with enterprise products having marketing which only makes sense to people who already use the product? Not a single sentence on their homepage explains what their product does. Ok, let's assume I've heard about Workday and know it's a tool for HR. I want to evaluate it, so, naturally, I click the "HR solutions" link on their homepage, and get to yet another page full of buzzwords that does nothing to help me understand the service they offer.
- recursivecaveat 11mo ago
  There's some marketing advice that customers care about solving their problem and not how your solution works. I think this often gets misapplied to turn simple and comprehensible products into vague blobby messes. The customers don't care how your scooters work, but they know what scooters are. They don't know what "get your daily errands done hassle free" means. Plus if you describe yourself in very high level terms, then your addressable market is bigger and you can get more money from investors.

by afavour 11mo ago

fsniper 11mo ago

I suppose all comes down to who runs the leading (or any) investment companies. Money people are not known to be technically literate enough for not being fooled by magic (any sufficiently advanced technology). They are facinated by llms that they are pouring down money to AI related companies. Can you blame them? Can’t deny, I am also fascinated by llms.

afavour 11mo ago
> They are facinated by llms that they are pouring down money to AI related companies. Can you blame them? Can’t deny, I am also fascinated by llms. I don’t think they’re fascinated by LLMs in the way the average Hacker News user is. They are fascinated by the pipedream (intended) of LLMs enabling them to lay off masses of workers and having AI do the work instead. It fascinates them the same way offshoring has fascinated them for years.
- fsniper 11mo ago
  > They are fascinated by the pipedream (intended) of LLMs enabling them to lay off masses of workers and having AI do the work instead I am not fascinated by that part, I am honestly scared for my future.

chanux 11mo ago

I came here to say this. I was chuckling thinking that this is how I should write my LinkedIn intro. Also, anyone who loves coming across Workday and friends (enemies) when applying for jobs?

gomoboo 11mo ago

That Workday description reads like the resumes one writes when desperate and the job search has expanded into totally unrelated professions.

johnfn 11mo ago
"managing people, money and agents" yes, that makes total sense, agents are managed exactly the same ways that you manage people or money, I don't see anyth- WHAT AM I READING?!??
- Gormo 11mo ago
  "Agents" is a term that usually refers to people working in a customer support role at a company. Anyone using "agent" without qualification to describe autonomous AI is engaging in a perversion of the English language and should be ashamed of themselves.
  - johnfn 11mo ago
    You don’t think that words can shift meaning over time?
    - Gormo 11mo ago
      They can, but whether they have is something to be determined by observation, not simply assertion. It's unfortunately commonplace for people using words inconsistently with established usage, or coming up with novel usages that create ambiguity with respect to existing terms, to use "language evolves" as a blanket excuse. But saying "language evolves" merely describes the process by which the current state of the language emerged, and doesn't actually substantiate any specific claim about what that current state actually is. The point here is that this novel usage of the term "agent" is in conflict with what actually is the current standard meaning of the term, and actually does inhibit communication with people who aren't immersed in tech jargon. I've encountered this myself when discussing AI tooling with the team managing a customer service call center, where "agent" is a pervasive term that already refers to human staff.

Esophagus4 11mo ago

I was gonna try to contradict you by looking up Workday’s multiple and showing that it is valued like an HR company, but holy smokes… Their multiple is 105 lol

airstrike 11mo ago
their forward multiple is the only one that matters
- Esophagus4 11mo ago
  Ah, well that brings the number back to reality.
- nrhrjrjrjtntbt 11mo ago
  Well if we are using crystal balls then the future stock price is the only thing that matters.
  - airstrike 11mo ago
    That's disingenuous and uninformed, sorry. You're trying to refute my claim but kind of just proving my point. The current price is indeed an indication of what the market believes will happen to the company's performance. It doesn't matter if their estimates will eventually be proven right or wrong. Looking at forward P/E will serve precisely to express what the market's "crystal ball" is saying! That's what we want to know. What do people think this company is worth? Conversely, the current price and their past earnings are not related, so dividing one by the other is mostly just noise.

rustystump 11mo ago

If their product wasnt an absolute dumpster fire, id give em a pass.

flexagoon 11mo ago

As someone with no experience with either of those two services, I read that description and had no idea what Workday does. So I thought, maybe their homepage will explain it better. > Manage HR, finance, and all your AI agents. All in one place. > Elevate the potential of your people and boost productivity across your organization with human-AI collaboration. > Turn AI into ROI faster and deliver transformational outcomes driven by trust, agility, and data readiness you can rely on. > 11,000+ organizations worldwide trust Workday. Huh? Sure, whatever, I'm not even surprised about them trying to cram AI buzzwords into every sentence, I'm used to that by now. But what's the deal with enterprise products having marketing which only makes sense to people who already use the product? Not a single sentence on their homepage explains what their product does. Ok, let's assume I've heard about Workday and know it's a tool for HR. I want to evaluate it, so, naturally, I click the "HR solutions" link on their homepage, and get to yet another page full of buzzwords that does nothing to help me understand the service they offer.

recursivecaveat 11mo ago
There's some marketing advice that customers care about solving their problem and not how your solution works. I think this often gets misapplied to turn simple and comprehensible products into vague blobby messes. The customers don't care how your scooters work, but they know what scooters are. They don't know what "get your daily errands done hassle free" means. Plus if you describe yourself in very high level terms, then your addressable market is bigger and you can get more money from investors.