Inside Big Software's fight for its life

Source: Business Insider

Arturo Holmes/Getty Images; picture alliance; Getty Images; Tyler Le/BIOn the eve of Salesforce's latest earnings report, CEO Marc Benioff invited Workday CEO Aneel Bhusri over for drinks. Both men run companies squarely in the blast radius of a debate that has taken hold across Silicon Valley and Wall Street: Will artificial intelligence be the death knell for some of the most influential companies in Big Tech?The question has already rattled the sector: Microsoft's stock has dropped more than 21% this year, Salesforce's 26%, Workday's 36%, and Asana's 51%. The IGV, a benchmark for software stocks, is down nearly 22% year to date.

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