Sequoia's @gradypb says systems of record software companies are relatively safe from AI disruption, but that systems of engagement companies built on top of them are in trouble: "The first wave of the on-prem to cloud transition was transitioning systems of record — the Workdays, Salesforces, and Servicenows of the world." "The second layer on top of that was the systems of engagement. The systems of record might own the core database, but then there are a bunch of different workflow…