systems integrators
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Sep 24, 2025 by Aaron Levie · across every show →
Everything said about systems integrators, oldest first
Sep 24, 2025 bullish
Levie: AI-native systems integrators will decisively outcompete legacy service firms
“If you wanted to be a new systems integrator, and your whole point is, is that we are a systems integrator, but we use cloud code, or we use cognition, or we use, you know, cursor to get the output, you will have such an advantage over any incumbent because th…”
Oct 2, 2025 negative
Barbaccia: Non-technical officials award bloated contracts because they misunderstand technology problems
“We are missing that crucial talent in the government. This is why the people who are charged with approving contracts oftentimes do not understand the technology problem deeply. They don't understand what is an appropriate solution. They don't understand how l…”
Aug 26, 2026 bearish
Acharya: AI Agents Pose an Existential Threat to SAP
“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.…”