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Inside Workday CEO Aneel Bhusri's second act

Fortune Andrew Nusca

Workday CEO Aneel Bhusri returned to lead the company after stepping aside in 2024, amid pressure from AI disruption and investor scrutiny discussed at Sana’s customer conference. Workday acquired Swedish agentic AI startup Sana about 6 months earlier for more than $1 billion. The focus shifts to building and monetizing agentic AI on top of Workday’s existing HR and finance platform as growth slows and questions about strategy and valuation persist.

Why it matters

Workday rode a startup revolution in the 2010s to become a Fortune 500 software company. Can it turn back time to survive a new, AI-led uprising under the tutelage of one of its founders?

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