The system of record isn't dying. It's being demoted. Here's who's building the next layer, why Workday is eighteen months behind, and the quote from inside Pleasanton that should have been a warning.
Workday is literally built around this not happening. The founders own 51%. They are protected against hostile takeover this time. But what if they don't get bought? What if they are just the stuff under the road?
Now... here's the counter-argument:
Workday is literally built around this not happening. The founders own 51%. They are protected against hostile takeover this time. But what if they don't get bought? What if they are just the stuff under the road?