Here are a few quotes from earnings calls and themes worth pondering:
CEO Daniel Dines on UiPath's second quarter earnings call:
"We've talked a lot about how AI is changing software. The bigger question now is how enterprises turn AI into real business value. Customers aren't choosing between AI and deterministic automation. They are choosing the best way to achieve an outcome. AI is exceptional at reasoning, but it's probabilistic and can be expensive at scale.
Many enterprise processes don't need reasoning at every step. They need exactness, the same result every time securely, reliably and at the lowest possible cost. That's why we give customers the choice of deterministic or tokenless automation alongside AI. Our approach is simple. Use AI where intelligence creates value and deterministic automation where exactness matters that gives customers the benefits of AI without paying for AI reasoning at every step and ultimately better economics and better ROI at scale."
Asana CEO Daniel Rogers on the company's earnings call:
"Individuals have experienced significant productivity gains from AI, but most organizations haven't yet translated that into the productivity gains at the enterprise level. AI often sits outside the workflows that run the business, requiring people to find the right agent, provide the right context, and bring the output back into the work.
With Agentic Work Management (AWM), we closed that gap by putting people and agents and systems on the same plan. Historically, customers use Asana to coordinate work between people, to provide visibility into those tasks. With AWM, they can orchestrate execution across people and agents in the same context, same goals, and the same governance."
