SAP

“No, because the capital is global, highly mobile. The biggest occurs in Europe are Google, Microsoft, SAP, and I don't care. And now Chinese companies Chinese companies, Japanese companies, I think that that makes it less of a problem. So big companies will be…”

“It's actually not that hard to compete with SAP and Oracle and try to be a little sexy as a brand against those guys.”

“Qualtrics, which SAP just acquired for eight billion dollars. They didn't raise their first venture capital until 12 years into the company. I believe it was 18 years old when it was acquired”

“SAP was a great job, because everyone took the call from the CTO of SAP, right?”

“SAP's core ERP, I believe, is going to outlast everything of that generation”

“I had two hours to decide whether we're selling to SAP for eight billion dollars cash.”

“The day that the wires hit, I remember sitting, we were at a president's club, so we were at a sales retreat with all of our people, and you could kind of look around, and you could see everyone's phones, right? Like, people were, like, with their spouses, lik…”

“We had 20% of our employees come in and be like, hey, I didn't sign up for this.”

“I think right now, unless you know, Microsoft or SAP, more Microsoft decides they want to get into HR. I don't see anyone being able to bring us in”

“Salesforce and SAP, which are not innovating. I think the last time that SAP innovated something was in the nineties, and the last time that the, that Salesforce innovated was in the beginning of 2000.”

“If I look at the numbers, I think both Salesforce and SAP actually specifically now are not growing and in fact declining, right?”

“I think the last time that SAP innovated something was in the nineties, and the last time that, that Salesforce innovated was in the beginning of 2000.”

“I joined when we were about 500 people, and about 50 or sixty million dollars in sales and we grew back to almost a billion dollars before we were bought by SAP.”

“What's the interest of Salesforce to provide amazing connections to SAP and vice versa? No, it's not. So they will focus on building agents that work specifically for workloads that stay within their platforms.”

“When I was 26, I purchased the domain name sorrysep.com, because I thought that one day I would be much bigger than them, and then I would use this domain name.”

“I think same as SAP, most of the, these companies have still a good way to, I mean, you, they will continue. But other challenges like us will grow much faster.”

“First, I think it's just a matter of time. I think I don't know how they can survive to what's coming in from them. We have so much advance, years in our head, we are stealing so much clients to them, that it's just a matter of time for me. But it's gonna take…”

“On small and mid-sized, they failed. On the large companies, they are still the main option.”

“Thanks for Sapphorana, which is a disaster. Nobody wants to go. So that opens the door to new entrants like us.”

“I think our product is years ahead of the competition. There is no way they can do what we do.”

“On the market, you have two types of market. You have the large players, like SAP and Microsoft. They do several applications, but it's shitty, it's slow, it's expensive. And people are not happy using it.”

“Yeah, we used it when we released the version 14, I guess because that was a really good version that was, I mean, my opinion, much better than SAP at the time, so we used the domain name, we replaced the homepage with one big word, sorry SAP.”

“If you go from that date and you look at you look at Oracle and you look at SAP, they're both growing, like, 230%. The only SaaS company since August 22 It's growing faster. Shopify. They're growing 300%. So they're outpacing HubSpot, Salesforce, Adobe Box, At…”

“But now with coding agents, the complexity of transitioning from SAP to Oracle is dramatically lower, the speed, the risk. So that is how I think coding agents shows up in enterprise software, especially amongst public names. Decrease switching costs, more cus…”

“All the big pre-SaaS companies that had systems of record, Oracle, PeopleSoft, which rolled up into Oracle and SAP. Survived and financially thrived, even if they're not exciting in the age of cloud. And I, my guess is Salesforce does the same in a way that th…”