Can AI Really Replace Salesforce and Workday?

Can AI kill the enterprise software app industry that's led by companies such as Salesforce and Workday? The Information: That's the trillion-dollar question at the heart of recent comments from the CEO of Klarna, Sebastian Siemiatkowski, who's made a name for himself -- and drawn some skepticism too -- as a chief cheerleader of OpenAI's software. In the latest example from a couple of weeks ago, Siemiatkowski told investors in his buy now, pay later firm that it's shutting down a lot of the enterprise software apps it uses, including some run by the above-mentioned CRM and HR firms, because it can replicate them with AI. SeekingAlpha picked up those comments, which went viral in recent days.

The idea behind the comments is the following: Conversational AI can understand natural-language commands and be ordered to write software code, so companies can cheaply and quickly build customized apps that do most of the things that traditional enterprise apps can do, especially if most of what those apps do is manage corporate data. Siemiatkowski expanded on the comments in a Wednesday X post, saying he wasn't looking to primarily save money on software license fees 'even though that is nice upside.'

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