SAP

“Apple's the world's biggest SAP installation.”

“The arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has caused this, you know, the evaporation of, the hollowing out of modern corporations.”

“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”

“Where if you have a sales person selling something, you actually benefit by more knobs because it'll demonstrate more value. I mean, I hear often people say, why does IBM or SAP make such complicated products? Don't they know how to build products? That's actu…”

“Right now, like, the incumbents really don't have any defense strategy against this. Like, it's very hard for, like, a Cisco or an IBM or an HP or an SAP to defend against this sort of emotion.”

“Bill.com is gonna be a stronger business, Or SAP is going to be a stronger business, or Adobe is going to be a stronger business because of AI.”

“And I think if you were to do that same comparison for 2026, all of the entire public software industry, I mean, SAP, this is not just SaaS, like including SAP and older software companies. I think the AI companies, the model companies will be something like 7…”

“It's just absurd to think you're going to vibe code your way to like SAP.”

“SAP isn't going anywhere, so then that's going to slow the diffusion of AI on that particular data source, independent of whether or not it's Agentified AI that's doing stuff or just read-only reporting on stuff?”

“Misconception right now is that you can just have, you know, Postgres database and APIs, and then bam, like you can replace SAP. That's like absolutely not true. That piece around the logic and everything else that is in captured in SAP is way, way more import…”

“If you take SAP out of a large automobile manufacturer, there's no automobile manufacturer left. Or Walmart. Like the company just evaporates. Because the company is defined, not just by purchasing the software, not even by just using it, but by how they codif…”

“There are a couple of moats that are exposed. For me, the integration moat is the most obvious one. You know, SAP is, is so famously complex to integrate into and out of that. It's a sort of existential risk to even migrate from one version of SAP to the next.…”