Omni Agent War: Workday

2027 · Board meeting 3

Flex Credits sell. Then Oracle gives agents away.

The CFO: AI is 30% of new bookings! Flex Credits are sold out through June! I ordered a cake shaped like the chart!

On the wall screen, an Oracle keynote: HR agents that hire, onboard and pay, built into Fusion. No credits. No charge.

The CFO: Free isn't a business model. They'll start charging eventually. Won't they?

OMNI: HOLD IT! They'll charge for the suite. The agent is the gift wrap. You're selling the gift wrap.

1. A. Bundle agents into every plan. Outbuild Oracle. Keep the base whole.
2. B. Stop fighting Oracle. Open Workday to every agent. Late, and headcount keeps falling.
3. C. Kill per-employee pricing now. Bill agents. A year behind Oracle.