Workday CEO Aneel Bhusri Says AI Will Replace Labor, Not Software

▤ Summary

Workday CEO Aneel Bhusri argues that AI is primarily replacing labor—not enterprise software—because AI is being layered on top of systems to automate work previously done by people. He emphasizes that systems of record like HR and ERP remain strategically vital, and customers are not planning wholesale replacement of core platforms. Bhusri urges enterprise leaders to focus on governance, security, and transforming operating models as agentic AI reshapes knowledge work. He expresses concern about AI-driven job displacement while remaining cautiously optimistic about technology improving society and highlights Workday's durable position alongside incumbents such as SAP, Oracle, and Salesforce.

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Workday

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