Klarna Claims AI Will Replace Workday. Unlikely Scenario But Points To A New Future. E183
This week Klarna, a buy-now pay-later company in Sweden, announced plans to terminate its Workday and Salesforce relationships and build it themselves. A bunch of tech pundits are big fans, but I have my doubts. As you’ll hear in the podcast, many big companies (much bigger than Klarna) have tried this, only to retreat to vendor solutions. And I do question the business strategy of putting high-powered engineering talent on mature, enterprise products like HCM and CRM.
Obviously AI is getting smarter and more capable by the minute. As I explain in the podcast, there are better ways to think about this problem, and this conversation opens up the door to a big discussion about the future of enterprise apps, agentic AI, and the role of large-scale incumbent vendors in our corporate IT stacks.
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AI Agents, The New Workforce We’re Not Quite Ready For (Agentic AI)