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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisSHORTyoutubenot an explicit trade

WDAY directional thesis

In two years a model could just build you a Workday off the bat, and that leaves legacy software companies looking like the mailroom.

$127.51entry snapshot
pendingcurrent snapshot
— pendingsince mention
“And what if your model, not today, but in 2 years, can just build you a Workday right off the bat. Yeah. Um, what does that mean for Workday? Does that mean their data is more valuable? Yeah. In on the left-hand side, or no, does that mean they get fully wiped out?”
174:27claim_id mcl_86ba8c8e02f86ea167open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 174:27

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.