Episode 10 - Workday's $43 Billion Wake-Up Call
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Theresa and Anthony kick things off with a running joke about Breaking Views' generous bereavement policy before getting into something they've both been sitting with: change doesn't feel like a series of moments anymore, it feels constant. That leads into the week's biggest HR tech story, reports that Silver Lake is circling Workday with a $43 billion offer. Anthony, an early Workday customer going back to his Zeta Global days, walks through why the deal matters. It's not just about one company's valuation, it's a signal that AI-native challengers like SOL are already going after the enterprise HRIS market that Workday helped build. The two debate whether vibe coding tools are creating real opportunity for HR teams to build their own solutions, or just more noise for an industry already drowning in "shiny bow on an old present" software.
The back half turns into a full teardown of HR conference culture, and it gets pointed. Anthony argues most conferences have become surface-level networking theater, heavy on selfies and light on substance. Theresa pushes back with real examples, including her experience with Troop HR's retreat model, where there is no vendor pitching and the focus stays on curated, meaningful connection. Together they start building the case for an "unconference": one built around genuine access to people you would not normally get to ask questions, pre-work that puts the right people in the room together, and a format that respects attendees' time and money instead of just filling a schedule. It is equal parts critique and blueprint, and they leave the door open for round two.