Workday is under pressure because of what AI can do, but it understands the threat: AI agents may in the long run handle accounting, payroll and some HR, though perhaps not to the same extent Workday provides. Workday is a huge, trusted platform building an incubator to connect and guide AI agents.

So, looking at companies like Workday, for example, and Adobe as well, is this the software they need? What Workday is doing is that they understand the magnitude of the threat.

In the long run, we may see how AI agents can handle accounting, payroll, and some other important human resources services, but they may not be able to do so to the same extent that Workday has worked so hard to provide.

They are a huge provider, and they are the trusted platform for many different companies. What Workday is doing to counter the impact of artificial intelligence is building what is called in the software world an "incubator," where you can connect various AI agents that you wish to use, helping to guide AI through your system in a smart and useful way, so that information becomes productive and, hopefully, more profitable in the end.

It seems that when I looked earlier, I saw "Workday" in an upward trend, but on days when the market is declining, do you get involved with names like "Workday" and Adobe, or are there other software programs that interest you?

Yes, I think Workday and Adobe are definitely under pressure because of what artificial intelligence can do.