Sequoia partner: record-systems SaaS safer from AI; mid-layer workflow apps at risk
rohanpaul_ai · x · 2026-09-12
Sequoia partner Grady Buchanan argues that system-of-record SaaS like Workday, Salesforce, and ServiceNow is relatively safe from AI disruption since core data lives there. The real risk sits with workflow apps in the middle layer, as AI agents become the new layer that does the work on top of core data.
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