hari raghavan

8.9K posts

hari raghavan

hari raghavan

@haridigresses

CEO @AutographHQ, founded @AbstractOpsCo. Prev founding team & COO @Forge_Global. Dogfather.

Miami, FL شامل ہوئے Mart 2019
879 فالونگ11.1K فالوورز
hari raghavan
hari raghavan@haridigresses·
This is the beginning of the end for @Workday. Charging for data use and egress is the sort of rent-seeking behavior that companies employ when they've run out of innovation DNA. Hey Workday — it's not *your* data, it's your *customers'* data, and they can do whatever they want with it. If you want to block the "parasites", maybe just build a better product instead of engaging in anti-competitive practices (hi @FTC!). If you think you command the same pricing power with @HiBob_HR and @Rippling nipping at your heels, you're in for a rude shock. And just wait until someone builds an open-source Workday (I would bet this is a thing in the next few years). PS: Rippling also exhibits similar (in fact, worse) closed-platform tendencies, and I think it's a big mistake. I hope they change this philosophy. Open ecosystems tend to win in the end.
hari raghavan tweet media
Garry Tan@garrytan

Recent earnings call, Aneel Bhusri of Workday says startups with AI agents are "parasites" This is what system of record incumbents really think of startups. The war is just beginning. The facts: the user data belongs to the users, not the incumbent software vendor.

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hari raghavan ری ٹویٹ کیا
britton winterrose
britton winterrose@Winterrose·
I would pay $1 per month for life for a browser I could tell my cookie preferences to and never see a f*cking European GDPR popup from ever again. how did these idiots let this happen
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hari raghavan
hari raghavan@haridigresses·
Snowflake, AWS etc are explicitly warehouses / data providers. Different story for them to charge for, well, data movement. Workday is an application. They charge PEPM, not per gb. SAP is a better comparison but.. how’s their market share and stock price been doing over the last, say, 40 years? Not exactly the paragon to emulate.
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hari raghavan
hari raghavan@haridigresses·
@cwkdotone They’ve always made it really hard to integrate, and charge for API access.
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Timothy B. Lee
Timothy B. Lee@binarybits·
In a recent legal filing, Anthropic said that its revenue "exceed[ed] $5 billion to date." @edzitron says other Anthropic statements indicate it was more than $6 billion and that "these two statements do not match up." But, um, $6 billion exceeds $5 billion?
Timothy B. Lee tweet media
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hari raghavan
hari raghavan@haridigresses·
@torovictorioso @Workday That might end up being true but I don’t think that’s how workday is thinking about or justifying it.
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Jamie
Jamie@torovictorioso·
@haridigresses @Workday I disagree, a company isn't being charged more .. it less seat dollars and now data dollars so the same amount.
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Bondi SaaS
Bondi SaaS@bondisaas·
@haridigresses @Workday Why HRIS that lets customers freely exfiltrate data to Claude will lose all pricing power and go to zero. That’s why they are blocking it
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Jess Fields
Jess Fields@jessalanfields·
I know a company that pulls this BS, an industry leader with nothing more than a crappy CRM which looks like it was vibe coded in FORTRAN in the 80s. They charge people for their own data and they will fail, because I am building a tool to migrate the data right over their head and drink their milkshake
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hari raghavan
hari raghavan@haridigresses·
@mohrahit @Workday They can and they will. And customers can and will leave if you treat them like that.
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Mohit Garg
Mohit Garg@mohrahit·
@haridigresses @Workday Open ecosystems win. But there is a difference in being open and being free. Why shouldn't @Workday charge for AI agents accessing the data?
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hari raghavan
hari raghavan@haridigresses·
@cailen @Workday Yeah and they regularly oversell their capabilities on new products to customers.
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Cailen D'Sa
Cailen D'Sa@cailen·
@haridigresses @Workday As a multi-time past admin of rippling, I can confidently say that they’re almost as bad as workday. Terrible UX / Support is god awful
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Charles Cushing
Charles Cushing@_wonderstorms·
@haridigresses @Workday 100% agreed. Closed platforms are pariah states in a post agent world. My contrarian view is that this same dynamic will take down LinkedIn. The prize is now too great to be hoarded.
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Jack Raines
Jack Raines@Jack_Raines·
One of the funnier things about the AGI/pilled folks is that people are extrapolating what happened with coding automation to the rest of the world, but I don’t think that extrapolation holds up. Coding is, at its core, the generation of texts and numbers to tell a computer to do things. There is, obviously, a lot more to it then that. Like understanding how systems connect / should flow together matters as you can better think through what the complete code “should” look like. But to build that system, the primitives are letters and numbers. LLMs are trained on a gazillion examples of letters and numbers. Much of that is code (thank you Stack Overflow). They just take text inputs and make text outputs. Now, there are derivatives to this. Like LLMs can now call tools, and the outputs of those tools can be used as inputs to trigger other things, but they’re just writing letters and numbers which a harness then knows to “trigger” to do a thing. Which means the things that can be fully automated are things where the input and output are purely numbers and letters. So, writing (marketing copy, emails, books?!, code, Excel functions, etc.) But most other domains just have more nuance or friction or edge cases that, even if a lot of the flows can be automated, have something that they system can’t “get” or “do” that throws off the whole loop. And basically any job that isn’t purely “read/write text” has a lot of those friction points. So SWEs kind of built a thing that replaced their jobs, but I just don’t see that pattern matching to too many other fields.
Sam Altman@sama

I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took. Thank you for getting us to this point.

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