SAP

5 statements across 5 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Nov 16, 2020 by Benedict Evans · said 38 times in 15 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (37), Bernadette Kevins (1)

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2026 14 mentions in 4 episodes 4 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 1 episode
2022 3 mentions in 3 episodes 1 per episode
2021 8 mentions in 2 episodes 4 per episode
2020 9 mentions in 3 episodes 3 per episode

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Everything said about SAP, oldest first

Nov 16, 2020
Assertion Not checkable as stated
Evans: Only 50 to 100 million global workers need heavy PC software
“There's probably 50 to a hundred million people whose actual job is doing that kind of thing. And everybody else have a PC to run email and SAP.”
Benedict Evans Nov 16, 2020 ▶ 25:01 The paradox of Apple
Dec 7, 2020 bearish
Insight
Kevins: Growing Companies Outgrow General Tools Like Notion for Dedicated Enterprise Software
“And so I wouldn't, you know, all the usual names, Airtable, Notion, Slack, all of these things, they all sort of presume there's about 15 people, and they're all doing lots of different things, and they all need to share everything that they're doing with each…”
Bernadette Kevins Dec 7, 2020 ▶ 7:32 Slack, Salesforce and the future of work
Feb 21, 2021 neutral
Insight
Evans: Small companies have better tech than enterprises burdened by legacy ERPs
“The small company always had better tech than the big company since about like 1985 or 1990, because the big company is sitting on, you know, 2030 year accretion of Oracle and SAP and all kinds of ERP's tools and big databases and, you know, this sort of spagh…”
Benedict Evans Feb 21, 2021 ▶ 5:22 Shopify and digital transformation
Feb 23, 2026 negative
Opinion
Evans: Replacing enterprise software like SAP with Claude is foolish
“Everyone who works in enterprise software and knows anything about it, kind of put their head in their hands and said, oh my God, do I actually have to explain why this is dumb? Is, you know, you'll use Claude instead of SAP. Fine. If you need me to explain th…”
Benedict Evans Feb 23, 2026 ▶ 0:19 AI and SaaS
Aug 16, 2026
Insight
Evans: Enterprise sales and integration cycles take at least 18 months
“Jesus Christ, it takes three to six months to get somebody at an enterprise to reply to your inquiry about selling them some software. You know, the enterprise sales cycle is what, 18 months? At best? You know, you want to add a new thing and plug it into SAP …”
Benedict Evans Aug 16, 2026 ▶ 13:41 AI deployment
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