SAP, every mention
94 scenes, the whole family · ← back to SAP
tap a year for its mentions
every year anyone Harry Stebbings 48Ariel Cohen 20Fabien Pinckaers 11Rory O'Driscoll 10Frank Quattrone 8Ryan Smith 7Quentin Clark 5Will Wu 4Jason Lemkin 4Anish Acharya 3
Verbatim, from the transcripts: the passages where SAP comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 9:43 Aaron Katz But Mark had this bigger vision and he said, we're going after Siebel, SAP, Oracle, Microsoft.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 23:18 Jason Lemkin I, I really wonder if the average SAP SE is as literate in, uh, in, in the models as they are at Palantir.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 8:31 David Frankel I've been doing SAP consulting for, you know, 10 years or 20 years, SAP, and I've built a platform, but this part still sucks. 2 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:05:56 unnamed speaker If you're, and so if you look at some of the business, the core business that Accenture used to do, you know, SI consulting for an SAP deployment. 3 times in the scene
- ▶ 1:12:24 unnamed speaker You know, if you're doing SAP migration, you just want the damn thing migrated to the new version of SAP, and you don't want to talk to these people ever again. 2 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 38:42 Nikesh Arora Perhaps it's the next iteration of Salesforce, the next iteration of SAP, or the next iteration of Workday that is going to help me do that because I do believe it needs to become more intelligent.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 47:24 unnamed speaker We're not, we're not seeing that.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 50:53 Andrew Feldman Of course, there's some examples, SAP and some others, but there has emerged in Europe a, uh, a sort of be afraid of it, then regulate it, tax it, or sort of mentality that works against entrepreneurship.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 11:13 Rory O'Driscoll But before that, it is still astonishing, and one of the reasons that Entropic and OpenA are just amazing businesses, 90% of the stuff you sell to Salesforce as a vendor, you know, if you were selling them an ERP system, obviously they… 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 32:22 unnamed speaker Siebel, Vantov, Scopus, Clarify, Bahn, SAP, that said, we run on top of Microsoft.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:23:23 Jason Lemkin This is the old SAP push.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 1:17:41 Rory O'Driscoll Your worst case, if you can't re-accelerate, you just optimize, right? 2 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 16:57 Mitchell Green SAP is a legacy software company.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 8:17 Rory O'Driscoll A market we've been looking at a lot is all the consulting spend around systems integration, you know, SAP, Oracle, NetSuite.
- ▶ 44:26 Rory O'Driscoll If we automate the process of installing SAP, installing Salesforce, installing NetSuite, it's not like the company's going to buy two helpings of NetSuite because it got cheaper.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 7:08 Anish Acharya And if you actually have, you know, an SAP system, 3 times in the scene
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 9:08 Ariel Cohen Like everybody think about it, maybe we are kind of disrupting Conquer and Amex. 2 times in the scene
- ▶ 10:09 Harry Stebbings And I'm totally with you on the Amex or the Concur. 2 times in the scene
- ▶ 45:41 Ariel Cohen But, you know, for us, travel, we, we didn't know anything about it, and Conquer back then looked so, uh, scary that probably we've, uh, delayed that, this journey by two to three years.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 14:45 Harry Stebbings If you go to very enterprise sticky revenue that SAP or Oracle have with some of the largest enterprises, have we got data to prove that enterprise sticky revenue of old is no longer that sticky? 3 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 10:35 unnamed speaker They're going to struggle and fight against each other for the next 10 years, just like SAP and Oracle fought against each other for the last 20. 2 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 1:11:14 Byron Deeter I, I think they're gonna let market forces, you know, operate there again, and so there will be this buying imperative that rolls through the public markets, and companies like SAP and Oracle and IBM need to buy or they're gonna get…
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:00:45 Brian Halligan Microsoft, SAP, and how about Oracle? 2 times in the scene
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 32:09 unnamed speaker The quote unquote competitor here is a combination of the card business from Annex and the accounts payable business from the accounts payable suite of SAP or Oracle.
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 1:02:32 Rory O'Driscoll We're all about the next hundred million of new ARR coming on, and it's hard, and that could comfortably go to these next generation products, while at the same time, SAP can compound for the next decade happily, right? 4 times in the scene
20VC: Four Traits of the Most Successful Founders | How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong | Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment
- ▶ 48:46 Eleonore Crespo They are not thinking, oh, I'm going to buy SAP or IBM because the brand is trustworthy.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 45:09 unnamed speaker And so ServiceNow up 24% Palantir, even though, you know, it's, it's kooky up SAP up 14. 2 times in the scene
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
- ▶ 57:05 Ishan Mukherjee So we want to be essential, just like SAP is or Salesforce was.
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 32:27 unnamed speaker And so everyone's talking about MCP servers and all this stuff right now, but we had to figure out how do you actually integrate with an SAP, Workday, SuccessFactor, ServiceNow, Salesforce, um, Concur, uh, Jira, all of these systems, fresh…
Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
- ▶ 0:15 Fabien Pinckaers When I was 26, I purchased the domain name sorryacp.com because I thought that one day I would be much bigger than them
- ▶ 12:01 Fabien Pinckaers I am on a market that is very slow, you know, ERPs are very slow, LCPs is still shitty after two years, Microsoft Dynamics too.
- ▶ 19:27 Fabien Pinckaers SAP tried. 2 times in the scene
- ▶ 40:42 Fabien Pinckaers You have the large players, like SAP and Microsoft.
- ▶ 45:23 Fabien Pinckaers 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. 4 times in the scene
- ▶ 46:02 Harry Stebbings How are SAP still so big? 12 times in the scene
- ▶ 53:35 Harry Stebbings Yeah, you could sell to SAP or to anyone today. 2 times in the scene
- ▶ 56:00 Fabien Pinckaers I think, uh, same as SAP, most of the, these companies have still a good way to, I mean, you, they, they will, they will continue.
- ▶ 1:00:03 Harry Stebbings So you're taking clients from SAP, the biggest and the biggest.
- ▶ 1:00:07 Fabien Pinckaers Thanks for Sapphorana, which is a disaster.
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 21:18 Daniel Dines What's the interest of Salesforce to provide amazing connections to SAP and vice versa?
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 40:10 Harry Stebbings The amount of companies I meet that are like, SAP are shit for these reasons, and they're shit. 4 times in the scene
David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
- ▶ 1:08:54 David Schneider He spent, I think, 10 years at SAP.
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 43:14 Aidan Gomez They're a, they use Microsoft for their email and docs and spreadsheets, and then they use Salesforce for their CRM, they have SAP for their ERP, they have
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 19:30 Saam Motamedi Again, think Salesforce, think ServiceNow, think Workday, think SAP.
Mark Roberge: The Framework for How Startups Should Scale into the Enterprise -Stage 2 Capital|E1176 · 20VC with Harry Stebbings
- ▶ 40:54 Harry Stebbings I think so many founders go, well, we're gonna get a channel partnership with SAP or Workday, and then they're just gonna sell for us.
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 21:57 Jason Lemkin And the other thing that happens if you run from competition, especially sometimes in vertical SAS, um, because you can find a lot of categories in vertical SAS where the competition is SAP or Excel or paper or like some DOS application… 2 times in the scene
Keith Rabois & Eric Glyman: The Tools, Tips, Secrets and Process That Drive Efficiency | E1148 · 20VC with Harry Stebbings
- ▶ 11:34 Eric Glyman Um, you needed an Amex, you needed a concur expensive, you needed bill.com.
- ▶ 12:14 Harry Stebbings Bill and Concur are beautiful products, aren't they?
- ▶ 31:57 Harry Stebbings You know, as you mentioned, Concur, Bill, many incumbents, which we agree as shit, but also then, a lot of other startups at the time, and other kind of scale-ups,
Adam Gross: Why Startups Doing Paid Under $100M ARR are not PLG | E1145 · 20VC with Harry Stebbings
- ▶ 23:51 Harry Stebbings I really like you, Adam, but that feels like it came out of an SAP book.
Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- ▶ 27:25 Frank Quattrone So meet with the Googles and Amazons and, uh, Microsofts and ServiceNow and whoever, Oracles and SAPs. 6 times in the scene
- ▶ 28:19 Frank Quattrone And then Bill McDermott, uh, makes this announcement at Sapphire.
- ▶ 1:03:54 Frank Quattrone When cloud came, it was no longer Oracle and SAP.
Will Wu: Top Five Product Lessons from Creating Snapchat "Discover" and "Chat" | E1111 · 20VC with Harry Stebbings
Steve Goldberg: Core Questions All CFOs Ask Today When Buying | E1094 · 20VC with Harry Stebbings
- ▶ 54:13 Steve Goldberg Cause you think about our market, you can say, well, at that point, Siebel and Oracle were the big, PeopleSoft, SAP, Microsoft, you know, they, they were the, they, no one even knew about Salesforce.
Geoff Charles: How To Hire Product Teams & Increase Product Velocity | E1091 · 20VC with Harry Stebbings
- ▶ 40:49 Harry Stebbings Well, I don't think Concur will, but amateurs I can see doing better, but I,
Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- ▶ 50:34 Christian Lanng Why should it be Salesforce or Workday or SAP, all these systems that make you into a robot?
Doug Adamic: Why Discounting is BS; How to Reduce Sales Cycles and Create Urgency | E1058 · 20VC with Harry Stebbings
- ▶ 1:48 Harry Stebbings Now, 16 years at SAP. 6 times in the scene
- ▶ 10:49 Doug Adamic When I left Concur and where I'm trying to drive Brexit, we had less than one X pipeline going into a quarter because we knew how to build pipeline in the customer base.
20VC: What are the World's Tech Leaders Running From? Fear? Insecurity? Poverty? What Drives the Best with Orlando Bravo, Bill Ackman, Dara Khosrowshahi, Parker Conrad, Tobi Luttke, Brian Armstrong and more..
- ▶ 16:51 Ariel Cohen If you take a step back, I think the one that comes in mind always for me is Salesforce and SAP, which are not innovating. 2 times in the scene
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 36:22 Harry Stebbings That's with IBM, that's with SAP, that's with Apple.
- ▶ 36:59 Harry Stebbings It seems like an ancillary product that is like a SAP consulting services.
Mark Goldberger: The Ultimate Guide to Enterprise Sales | E1003 · 20VC with Harry Stebbings
- ▶ 52:03 Mark Goldberger Really god-awful, ah, UI and UX from companies like Concur.
Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
- ▶ 5:50 Ariel Cohen Um, I think the one that comes in mind always are, for me, Salesforce and SAP, which are not innovating. 2 times in the scene
- ▶ 19:52 Ariel Cohen What's better than to do change management from this antiquated, you know, Comcare and GBT, you know, American Express GBT. 5 times in the scene
- ▶ 26:37 Ariel Cohen To companies that lost that way, to companies like Salesforce, like SAP, it shows the way for all of the companies around the world that today you can create really good software for the company and the employees.
- ▶ 28:46 Harry Stebbings Can I ask you, uh, so, uh, again, I, I've, uh, got more opinionated over time, uh, apologies, uh, when you think about Concur and Amex, do you think they're just gonna sit back and go, ah, fine, let Navan go do this, they're eating our… 5 times in the scene
- ▶ 29:07 Ariel Cohen Uh, in the nineties, uh, you know, SAP and Concare innovated something, right? 6 times in the scene
- ▶ 48:06 Ariel Cohen Really bad, really bad software, Comcair, and something that is really bad service, like Amex GBT, and to your point, I want to get, go to market faster, open it to everybody, and remove any type of barrier for entry, and we are going to…
Alex Bouaziz: How We Became a $12B HR Company with 2,000 Remote Employees | 20VC #973 · 20VC with Harry Stebbings
- ▶ 32:22 Alex Bouaziz Like we plug and play with your, your SAP or your workday.
- ▶ 53:36 Alex Bouaziz I think right now, unless, uh, you know, Microsoft or SAP, more Microsoft decides they want to get into HR.
Oana Olteanu: Why Founders Should Expect More From Their VCs | 20VC #950 · 20VC with Harry Stebbings
- ▶ 1:23 Oana Olteanu Um, after classes, I was working for, um, SAP and two other jobs, but SAP was the one who got me back to the Bay Area. 2 times in the scene
Mike Chalfen: How to Build Anti-Fragile Venture Portfolios Today | 20VC #904 · 20VC with Harry Stebbings
- ▶ 58:03 Mike Chalfen In enterprise in particular, a lot of larger businesses actually want services, but there's a reason Workday and SAP have big services lines.
20VC: Qualtrics Founder, Ryan Smith on The 2 Hour Decision Whether To Sell Qualtrics for $8Bn in Cash, Why Tying Your Identity To Your Company Will Never Make You Happy and His Relationship To Risk, Wealth and Responsibility as a Result
- ▶ 12:15 Ryan Smith I mean, we sold our company obviously to SAP in 2018. 3 times in the scene
- ▶ 17:56 Ryan Smith I had two hours to decide whether we're selling to SAP for eight billion dollars cash. 4 times in the scene
- ▶ 20:40 Harry Stebbings Having turned down that, and then obviously having accepted SAPs, how did it feel when you accepted?
20VC: Okta CEO Todd McKinnon on How To Approach Effective Decision-Making in Leadership, When Is The Right Time To Hire Recruiters and Heads of People, Balancing the Expectations of Wall St with Long Term Vision and What Truly Successful Board Management
- ▶ 6:10 Todd McKinnon There was a company, you know, SAP, which was the preeminent ERP company, and PeopleSoft was basically trying to be number two to SAP. 2 times in the scene
20VC: Lessons From Working with Bill Gates, How To Lead Without Authority and The Difference Between Leadership and Management & How Fundraising Changes In A COVID World with Quentin Clark, Managing Director @ General Catalyst
- ▶ 0:26 Harry Stebbings But before entering the world of venture, Quentin was actually on the other side of the table as CTO at Dropbox, and before that was the Chief Business Officer at SAP. 2 times in the scene
- ▶ 3:37 Quentin Clark I'd just become the CTO of SAP, and I'm like, that makes sense. 4 times in the scene
- ▶ 4:46 Harry Stebbings So Shishir told me that there were some incredible war stories from the multiple different amazing companies that you worked at, from Microsoft to SAP to Dropbox.
- ▶ 25:58 Quentin Clark I ran 8000 person division at SAP, a couple thousand people at Dropbox, a couple thousand people at Microsoft, lots of different products, lots of different efforts.
- ▶ 33:06 unnamed speaker He's one of the founders of SAP. 2 times in the scene
20VC: Lessons from Investing in Uber and Airbnb, How To Think Through Bundling vs Unbundling, Late Stage Funds Moving Earlier, Early Stage Funds Moving Later& The Mechanics of Venture That Founders Should Know with Derek Zanutto, General Partner @ Capital
- ▶ 18:02 Derek Zanutto In terms of, you'd have a platform like an IBM, an SAP, an Oracle, Microsoft, holding, storing data.
20VC: Why The Unbundling of Fintech Will Continue, How VCs Are Propping Up The Neo-Banking Industry & Why We Need A New Framework To Value Businesses Today with Clay Wilkes, Founder & CEO @ Galileo
- ▶ 17:10 Clay Wilkes What it is, is an ability to control your own destination, but there are trade-offs that are made, and hopefully we'll get to that here in a few minutes, but this cultural kind of focus on top-line growth coupled with bottom-line…
20VC: One Question Founders Must Ask Themselves When Approaching Investor Selection, Why Series B Is One Of The Most Challenging Phases & What Makes For A Successful CEO Transition with Jeff Russakow, CEO @ Boosted
- ▶ 0:41 Harry Stebbings Jeff also enjoyed prior roles with the likes of Symantec, Adobe, SAP, and Yahoo.
- ▶ 3:37 Jeff Russakow SIP, Adobe, Semantic, Yahoo, and only really about eight, nine years ago, started getting into growth. 2 times in the scene
- ▶ 5:15 Harry Stebbings I love that thinking of the return home, but you mentioned the names of Adobe, Symantec, SAP.
20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
- ▶ 9:01 Jeff Richards But the best companies are built over time, and if you look at, there have been some recent companies like Qualtrics, which SAP just acquired for eight billion dollars.
20VC: Bessemer's Ethan Kurzweil on How To View Pattern Recognition and Deal With The Anti-Portfolio, The Next Frontier In Developer Focussed Businesses & Why eSports Is Interesting Again
- ▶ 7:36 Ethan Kurzweil Oracle SAP and sort of other large companies like that are quite accustomed to doing and more bottoms up selling the kind of selling you might do that Dropbox might do to get a consumer to adopt cloud storage or something like that.
20VC: Building Shopify From $5m To IPO, Why The Future Of Retail Is Not Online vs Offline & Why Law School Is Like Finishing School For Entrepreneurs with Harley Finkelstein, COO @ Shopify
- ▶ 6:06 Harley Finkelstein One way was you would pay some agency a million bucks to do some sort of IBM Webster integration or some sort of Magento or, you know, some sort of Hybris integration.
20VC: How LPs Can Add Strategic Value To Portfolio Companies & Why Real Estate Is On Every Whiteboard In Silicon Valley with Brendan Wallace, Co-Founder @ Fifth Wall
- ▶ 29:07 Brendan Wallace They're not competing with SAP.
20VC: X.ai's Dennis Mortensen on Why There Is No Incumbency Advantage in Artificial Intelligence
- ▶ 13:07 Dennis Mortensen You somehow decide whether you want to use SAP or Oracle or Microsoft, and you use one of those platforms.
20 VC FF 029: VC vs Angel Funding & The Future of E-Commerce with Ivan Mazour, Founder @ Ometria
- ▶ 21:51 Ivan Mazour Um, I think somebody will wake up to the fact that, you know, even the best platforms like Magento and Hybris and Demandware aren't built to be able to do that.
20 VC 066: FOUNDRY GROUP WEEK 1: Seth Levine: 'VC Is Not A Scalable Business'
- ▶ 21:24 Seth Levine Um, so one is, which is a little mundane, but, but something that I've been spending some time in, um, and I've made a few recent investments in, we, we have this sort of great, there was the original wave of, of kind of technology that…