The Information's TITV Workday's AI Strategy, AI ‘Co-workers’, IPOs Are Back & The Future of Consumer Crypto | Sep 17, 2025
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Sep 17, 2025 Peter Bailis, CTO of Workday, discusses the company's impressive $1.1 billion acquisition of Sana, focusing on their innovative AI strategy for hiring and performance reviews. The conversation delves into how labs are creating reinforcement learning gyms to train AI models more effectively. Later, Ty Haney and Dave Morin explore the revitalization of consumer crypto, emphasizing community-driven rewards and on-chain identity. The podcast also touches on the recent surge in IPOs, detailing market shifts and liquidity trends.
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How Workday Discovered Sana
- Workday found Sana via Workday Ventures and bought its founder-level UX for enterprise agents.
- Sana's learning-product DNA shaped a consumer-grade agent that federates enterprise data sources for daily use.
Agents Turn Workday Into A Daily Hub
- Sana federates Salesforce, Google Drive, Outlook and Gmail to answer enterprise questions against private data.
- That transforms Workday from infrequent tool into a daily "new tab" for employees.
Buy When It Accelerates Roadmap
- Buy accelerative UX capabilities when building would cost 18–24 months of roadmap time.
- Balance deep platform work with targeted acquisitions to accelerate customer-facing features.