SAP, every mention

52 scenes, the whole family · ← back to SAP

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every year anyone Steven Sinofsky 23Benedict Evans 13Elena Burger 6Ron Gill 3James Waters 3Alex Rampell 3Sonal Chokshi 2Seema Amble 2Lars Dalgaard 2Gaurav Dhillon 2

Verbatim, from the transcripts: the passages where SAP comes up

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The State of AI: Models, Moats, and the Consumer Renaissance Aug 26, 2026 · 2 mentions

  • ▶ 6:17 Anish Acharya You know, SAP is, is so famously complex to integrate into and out of that. 2 times in the scene

Software in the Age of Agents | The a16z Show Jul 7, 2026 · 21 mentions

  • ▶ 0:32 Seema Amble Misconception right now is that you can just have, you know, Postgres database and APIs, and then bam, like you can replace SAP. 2 times in the scene
  • ▶ 15:39 Steven Sinofsky Well, I mean, Seema co-wrote a post on, on SAP, which is sort of the ultimate, ultimate example of sticky software. 8 times in the scene
  • ▶ 23:43 Elena Burger And, and Sima, you've also written about how, you know, there are, there's an entire ecosystem of startups now that are just building on top of SAP. 6 times in the scene
  • ▶ 48:36 Steven Sinofsky And so SAP, the example SEMA used, we're seeing this whole ecosystem grow up and SAP is just gonna do those things. 3 times in the scene
  • ▶ 59:10 Steven Sinofsky Like, in fact, I had a friend at SAP that was, was writing like a, um, a SAP white paper about something. 2 times in the scene

The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z Jun 8, 2026 · 2 mentions

  • ▶ 39:29 Benedict Evans You've got, like, your big iron horizontal systems, so SAP and Workday and your CRM and your capital management software and your payroll management software and so on. 2 times in the scene

Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z Apr 28, 2026 · 1 mention

  • ▶ 39:51 Steven Sinofsky Like we saw this with, with all the BI tools, like when all the BI tools came out, all of a sudden they, they were looking at the SAP data and trying to snapshot it and absorb the whole thing every night for a new kind of set of slices and…

Box CEO on the AI Adoption Gap | The a16z Show Apr 8, 2026 · 8 mentions

  • ▶ 0:05 Steven Sinofsky It's just absurd to think you're going to vibe code your way to like SAP.
  • ▶ 11:19 Steven Sinofsky but I think there's something super interesting here, which I do really, really like, which is that, that where software has evolved, you know, like, I use SAP all day. 2 times in the scene
  • ▶ 13:23 Aaron Levie Work productivity and then an SAP system and, like,
  • ▶ 28:40 Steven Sinofsky Like, that's never been their business, and it's been a long-standing tension point with the likes of Workday and SAP and stuff, like how much API access to have. 3 times in the scene
  • ▶ 39:11 Steven Sinofsky Like, you, if you were to look at an ERP system from first principles, you know, well, in 1970, whatever, when SAP started, there were a bunch of different assumptions, and today you would start from a different set of assumptions about…

AI Markets: Deep Dive with a16z's David George Feb 9, 2026 · 2 mentions

  • ▶ 36:34 David George 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, um, and older software companies. 2 times in the scene

The AI Opportunity that goes beyond Models Jan 19, 2026 · 2 mentions

  • ▶ 12:49 Alex Rampell SAP is going to be a stronger business, or Adobe is going to be a stronger business because of AI. 2 times in the scene

Software is Eating Labor Oct 3, 2025 · 1 mention

  • ▶ 6:02 Alex Rampell IBM, again, at the forefront of this, but other companies, you know, some that are around today, like SAP, started in 1972.

Agents, Lawyers, and LLMs Feb 21, 2025 · 1 mention

  • ▶ 35:37 unnamed speaker You know, companies like SAP, ServiceNow, Workday, they've invested decades in this stuff, and this is why enterprises, you know, like them and enjoy them.

Growth, Sales, and a New Era of B2B Aug 9, 2019 · 2 mentions

  • ▶ 1:59 unnamed speaker 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.
  • ▶ 4:15 unnamed speaker I mean, I hear often people say, why does IBM or SAP make such complicated products?

a16z Podcast | The $200 PC in the Enterprise Jan 2, 2019 · 2 mentions

  • ▶ 9:46 Benedict Evans It's, you know, you've got a Windows box that costs your CIO 300 dollars, and you're sitting there putting stuff into a SAP client, or into a hospital management program, or something you've got like.
  • ▶ 17:46 Steven Sinofsky It's in fact, just what SAP did.

a16z Podcast | Independents on the Board Jan 2, 2019 · 2 mentions

  • ▶ 1:55 Lars Dalgaard And then, um, yeah, I took it public seven years later, and I was the CEO for the company while it was public for 17 quarters, four and a half years, and then I sold it to SAP for four billion, and, uh, and I was on their board. 2 times in the scene

a16z Podcast | Monetizing Open Source (Or, All Enterprise Software) Jan 2, 2019 · 3 mentions

  • ▶ 2:16 James Waters If you look at IBM and Oracle, Microsoft, SAP, et cetera, what they get right in is a very basic thing is they understand how to cater to enterprises.
  • ▶ 21:53 James Waters If you compare it to what IBM or Oracle or SAP or Microsoft or any of the megas, they still haven't caught that size of a trend.
  • ▶ 27:18 James Waters For instance, IBM showed up and standardized on what we were doing, HP, SAP, other people.

a16z Podcast | The Business of Healthcare Jan 2, 2019 · 1 mention

  • ▶ 12:09 Vijay Pande So, uh, Raj, previously you and your team at, uh, at Concurb, what do you think you're going to be able to bring from that space that Concurb is in that would have an impact into the way you think about things at Accolade?

a16z Podcast | From Data Warehouses to Data Lakes Jan 2, 2019 · 2 mentions

  • ▶ 0:47 Gaurav Dhillon So this was a golden age of companies like SAP, companies that no longer exist now, like Siebel and PeopleSoft. 2 times in the scene

a16z Podcast | So Where Are We on the 'S-curve' for PC Devices? Jan 2, 2019 · 1 mention

  • ▶ 30:10 Benedict Evans Every two weeks, they do a, they pull a bunch of data out of SAP into a CSV, they put the CSV into Excel, they make charts, they put the charts into PowerPoint, they write bullet points, they email the PowerPoint to everybody.

a16z Podcast | Not all Network Effects Are Created Equal Jan 2, 2019 · 1 mention

  • ▶ 25:23 Jenny Lee Then of the other three full voting members, one is the German software company SAP, another is the Chinese telecom company Huawei,

a16z Podcast | Software Programs the World Jan 2, 2019 · 1 mention

  • ▶ 25:36 Marc Andreessen One of the consequences that will be interesting to watch play out is that historically enterprise software has, has been described as represented by companies like Oracle, SAP, IBM.

a16z Podcast | Finally a Tablet that Replaces Your Laptop Jan 2, 2019 · 1 mention

  • ▶ 23:27 Benedict Evans So if your task every two weeks is to make a 35 slide sales report in PowerPoint, full of information that you've pulled from SAP, dropped into Excel, made charts, put the charts into PowerPoint, write bullet points in the PowerPoint,…

a16z Podcast | Scaling Companies and Culture Jan 2, 2019 · 1 mention

a16z Podcast | Truth and Humanity in Leadership Jan 2, 2019 · 1 mention

  • ▶ 0:48 Bethany Coates He founded and ran the company SuccessFactors, which he ultimately sold to SAP, and he's now an investor here at Andreessen Horowitz.

a16z Podcast | Nobody Discusses Work Software Outside of Work -- and Then There’s Slack Jan 2, 2019 · 2 mentions

  • ▶ 20:28 Michael Copeland So, I'm Microsoft, I'm SAP, I, I give you everything you need, whether you want it or not, and here are the different products I use.
  • ▶ 22:25 Stuart Butterfield so I mean Convertro, Marketo, Optimizely, um, and on CRM, two different packages, and we buy NetSuite and Concur, um, but also the,

a16z Podcast | What Comes After the Smartphone Jan 2, 2019 · 1 mention

a16z Podcast | Talking Humans and Machines with NYT’s John Markoff Jan 2, 2019 · 1 mention

  • ▶ 11:47 John Markoff I had made that argument in my mind that these, the, you know, 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…

a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try Jan 2, 2019 · 1 mention

a16z Podcast | Why SaaS Revenue is Worth More Than Traditional Software Sales Jan 2, 2019 · 4 mentions

  • ▶ 2:42 Ron Gill That was the year success factors became operating cash flow positive.
  • ▶ 3:34 Ron Gill I was at SAP when R three was coming out and sort of taking over the world.
  • ▶ 3:34 Ron Gill I was at SAP when R three was coming out and sort of taking over the world.
  • ▶ 19:32 Scott Cooper You know, when I look at kind of a lot of the big incumbent players out there, whether it's an Oracle or an SAP or others, and they're competing, you know, against, you know, market segments that NetSuite and others have, you know, how do…

a16z Podcast | Making Sense of Big Data, Machine Learning, and Deep Learning Jan 2, 2019 · 1 mention

  • ▶ 6:53 Sonal Chokshi Because in the days of business intelligence, I think of stuff, you know, the products that SAP and similar companies put out, um, what's changed to make big data possible?

a16z Podcast | Getting Sales Right Jan 2, 2019 · 1 mention

  • ▶ 5:03 Daniel Shapero If Salesforce or Oracle or SuccessFactors basically slash prices by 70%, could they sell their products online?

a16z Podcast | Apple Takes on Payments and Your Wrist Jan 2, 2019 · 1 mention

  • ▶ 32:15 Benedict Evans And then we'll go off and work out what the backend service provision is, and we'll just like, we'll buy the Oracle one or the SAP one, and then we're going to do maps, and we'll, you know, it's not built from the architect, from the…

a16z Podcast | The Micro and Macro of Mobile Jan 2, 2019 · 1 mention

  • ▶ 8:14 Benedict Evans Salesforce on SAP and CommScore and various other systems, and you dump them into Excel, and you make charts, and then you dump those Excel charts into PowerPoint, and you make 15 slides, and you write bullets, and you email that are out,…

a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next? Jan 2, 2019 · 1 mention

  • ▶ 4:08 Aaron Levie You basically differentiated if you could deploy SAP better than the next guy.

a16z Podcast | Valuing Today's Fast-Growing Software Companies Jan 2, 2019 · 1 mention

  • ▶ 23:34 Jamie McGurk And how, you know, the profitability of a new SaaS company or a relatively young SaaS company is going to look different than the profitability of, you know, that Oracle, SAP, Microsoft, et cetera.

a16z Podcast | The Rise of Full Stack Startups Jan 2, 2019 · 1 mention

  • ▶ 8:54 Benedict Evans How, what can you do, you know, back to Apple, you know, Apple's the world's biggest SAP installation.

10 Years Too Early: On a Tech Career, Business, and Investing Aug 3, 2018 · 1 mention

  • ▶ 15:20 unnamed speaker The CIO buys your product at a million dollars, so I'm thinking Oracle, I'm thinking SAP, that, right, that, that era of company, and they basically declare it an industry standard, and they force everybody in their organization, whether…

10 Year Futures (vs. What's Happening Now) Dec 5, 2017 · 4 mentions

Raluca Ada Popa Jul 28, 2017 · 1 mention

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