SAP
includes SAP R/3, SAP SuccessFactors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 29, 2026 by Chamath Palihapitiya · said 8 times in 5 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Satya Nadella (3), Tareq Amin (2), Nikesh Arora (1), Changpeng Zhao (CZ) (1), Chamath Palihapitiya (1)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
- Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- every mention in 2026, scene by scene →
2025 2 mentions in 1 episode
Everything said about SAP, oldest first
Aug 29, 2026 bearish
Chamath: Vertical SaaS Is Easily Replicated Workflows, Not Moats
“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”