
Evan Konwiser
4.2K posts

Evan Konwiser
@evankonwiser
Powering Progress Through Travel @amexgbt $GBTG



Anthropic employs world-class engineers who could build an HR system in weeks. They use Workday anyway. The reason tells you exactly where enterprise SaaS is headed. Building HR software requires knowing labor law across 50 states and 100+ countries. Payroll tax compliance changes quarterly. Healthcare benefit structures shift annually. One classification error creates seven-figure liability. No engineering team wants to own that surface area. The maintenance burden compounds forever while delivering zero competitive advantage. This is why enterprise SaaS moats actually strengthen with AI. The value was never “we built software you couldn’t.” The value was always “we absorb compliance risk and regulatory complexity you don’t want.” AI makes custom software cheaper to build. It doesn’t make compliance cheaper to own. Workday’s real product is liability absorption, and that product just got more valuable as build-vs-buy calculations everywhere else shift. The companies getting disrupted are the ones selling capability. The ones selling risk transfer are about to have their best decade.

A Love Letter to Tampa International Airport: Still Open, Still Shining Through the Shutdown dlvr.it/TP3wVm via @TheBulkheadSeat






A heat burst actually caused by an American Airlines jet parked with its engines directed towards the weather station. It sat there from 7:03 pm to 7:30 pm, during which the temperature spike occurred. fr24.com/2025-08-20/23:… #HurricaneErin #Erin #Tampa















