The one real underlying asset, Workday's trillion-transaction dataset, is thinner than it sounds; what actually matters at runtime is how data connects to workflows, permissions, and integrations, and every layer of that stack is now a liability.
大多数人认为Workday的大量交易数据是其核心资产和护城河,但作者认为这些数据价值被高估,而连接层才是关键。这一观点挑战了数据规模作为企业软件护城河的传统认知,暗示数据连接方式比数据量本身更重要。
