Workday's returning CEO slashes AI agents in development from 50 to 20
Scobleizer · x · 2026-10-25
Scobleizer's Investor Pulse digest highlights:
- Workday agent consolidation: CEO Aneel Bhusri, back since February, found 50 AI agents under development and cut the list to 20, citing Jobs-style focus. Workday sees $9.5B fiscal 2026 revenue with 75% of new sales including AI — incumbents are moving from agent sprawl to consolidating around core products.
- Reflection Beam 1.0 on io.net: open model for coding and agents, 501B total params (23B active), 1M-token context, no waitlist.
- Voltrac: driverless electric tractor startup profiled in an EU Foundry documentary, targeting Europe's shrinking farm workforce.
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