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Michael Domingo's avatar

Lance, mostly agree on the individual move hysteria, but I think you're underselling the signal in that Workday→Anthropic example.

When someone like Bailis leaves enterprise AI for foundational models, that's not just career chess. That's a practitioner vote of no confidence.

I've spent years watching Workday's AI promises bump into implementation reality. The gap between what gets demo'd and what actually works in production is... substantial. (Ask anyone who's tried to make Workday's "intelligent" anything actually be intelligent.)

So when the guy building that stuff decides the fix isn't better enterprise tools but better foundational models? That tells you where the real work needs to happen.

The aggregate pattern you're looking for might be this: Technical leaders quietly migrating from application-layer AI companies back to infrastructure. Because they've seen how the current approach breaks when it hits real enterprise complexity.

Individual moves are theater. But sometimes the smart money is telling you something the marketing budgets aren't.

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