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"It can be a couple of months but it can also be a couple of years," he said. "If the jobs are really lost due to outsourcing or AI, then unless we find in a couple of years actually we still need those people and replacing them didn't work, then those jobs are gone."
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不过,也正因为Workday在大幅增加AI相关投入,导致利润率被明显压缩,业绩指引、利润承压反应比较负面,市场对战略节奏发出了质疑声。