Systems Integrators
topic on 3 shows · 5 statements across 5 episodes
the MAD Podcast 
the a16z Podcast 
20VC
5 statements about Systems Integrators, every show
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.…”
O'Driscoll: Enterprise AI Will Enrich Systems Integrators Over Next Decade
“There's no doubt that AG force can get a fair slug of the market, but I'm also sure that at the high end, there'll be a bunch of wonderfully bespoke projects that will make systems integrators rich for the next decade.”
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…”
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…”
Borgman: Early software startups should go deep with small boutique SIs
“Rather than going far and wide and signing up 100,000 of SIs, which we did that too along the way I would say go deep with one or two, Probably on the smaller end, just because you'll, you'll, you'll be able to get more attention span and try to make them as g…”