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Carl Eschenbach

Showing 1–2 of 2 transcripts.

  1. Sequoia Capital48 min

    Building the System of Record for the AI Era ft Workday CEO Carl Eschenbach

    Carl Eschenbach, Sonya Huang, Pat Grady

    Workday CEO Carl Eschenbach is redefining the platform as a unified "Agent System of Record" to govern both human employees and AI agents across its database of over 70 million users. To monetize this shift, the company is deploying a multi-faceted pricing model involving seat-based uplifts, role-based agent fees, and consumption-based API access while utilizing strategic acquisitions like HiredScore to drive measurable productivity gains. Despite an 8% workforce restructuring to fund reinvestment, Eschenbach emphasizes that AI will serve as a growth engine rather than a cost-cutting tool, maintaining a human-in-the-loop approach for critical decisions to preserve the company's core values.

  2. Sequoia Capital42 min

    ServiceNow ft. Frank Slootman and Fred Luddy - From Starting Over at 50 to Dodging a $150B Mistake

    Frank Slootman, Fred Luddy, Roelof Botha, Doug Leone, Pat Grady, Carl Eschenbach, Rolof Huerta

    Founded by Fred Luddy in 2004 after a previous bankruptcy, ServiceNow evolved from a free IT help desk tool into a $150 billion enterprise platform through a strategic pivot to broad, seat-based licensing and a complete cloud infrastructure overhaul. In 2011, Luddy ceded the CEO role to Frank Slootman to enforce operational discipline, while investors from Sequoia Capital blocked a $2.5 billion acquisition offer from VMware to force a path toward an IPO. This decision proved prescient as the company's market value surged to $10 billion within two years of going public in 2012, validating the strategy to prioritize long-term disruption over immediate financial stability.