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Workday
A cloud-based software vendor that specializes in human capital management and financial management applications.
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"Salesforce, Workday, Service. Now, those are like a couple hundred billion of market cap, right?"
Attribution: Harry mentions Workday as another example of a large independent SaaS company when discussing market cap constraints
"it is interesting that Aneel had to go back in like eight months to run Workday. It's a pretty fast boomerang."
From:
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
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▶ 1:17:31
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Feb 2026
Attribution: Host discusses Workday in the context of CEO transitions and founder returns to leadership roles