SAP, every mention
20 scenes (2026), the whole family · ← back to SAP
tap a year for its mentions
every year 2026 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