Brody Ford / Bloomberg:
Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and “no amount of vibe coding” could replace them; WDAY is down about 40% YTD  —  Workday Inc. Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear …

Larry Dignan / Constellation Research:
Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ pre-market  —  Workday reported a solid fourth quarter, but its subscription outlook was light.  —  The company reported fourth quarter earnings …

Jane Ruffino / Wired:
A look at TAT-8, the first transoceanic fiber-optic cable, which went into service in 1988, was retired in 2002, and is now being pulled up for recycling  —  History was unmade last year, as engineers began the massive project of ripping the first-ever transoceanic fiber-optic cable from the ocean floor.

Yoolim Lee / Bloomberg:
A look at Motif Technologies and Upstage, South Korean AI startups competing with SK Group and LG in the race for a national AI foundation model  —  Motif Technologies and Upstage take on SK and LG in the race for a national AI foundation model.  —  While pursuing his doctorate in mathematics …

Saritha Rai / Bloomberg:
Zetrix, a publicly traded Malaysian digital infrastructure provider, raised ~$40M from the World Bank's IFC and plans to list its AI unit on Nasdaq by end-2026  —  Zetrix AI Bhd., a publicly traded Malaysian provider of digital infrastructure, raised about $40 million from the World Bank's investment arm …