SAP, every mention
23 scenes · ← back to SAP
tap a year for its mentions
every year anyone Benedict Evans 37Bernadette Kevins 1
Verbatim, from the transcripts: the passages where SAP comes up
AI deployment
- ▶ 9:52 Benedict Evans Twenty-five-year-old, Miss Twenty-five-year-old working in accounts payable or 30, that's not, there's a 150 other people, and it's plugged into SAP, and it's plugged into Stripe, and it's plugged into Workday. 4 times in the scene
- ▶ 16:32 Benedict Evans Some of them do in some narrow specific places, like will I still do that in SAP or will, because it's too hard to do it in Excel, maybe now I can do it in flawed.
- ▶ 24:44 Benedict Evans You unbundle Excel, you unbundle email, you unbundle Google and SAP and the Salesforce and Workday, and then you turn, and very often, and you turn them into a new bundle, and you identify tasks or projects or problems that people didn't…
Most people and companies aren't tool-builders
- ▶ 7:50 Benedict Evans But like, there's a sort of fuzzy continuum between a Word document and SAP.
The spring updates on AI
- ▶ 12:03 Benedict Evans Managing big, big complex legacy SAP installations, but there's clearly, we've gone through this generational change in making software, which is what's driven this exponential increase in demand for capacity.
AI and SaaS
- ▶ 0:29 Benedict Evans Um, is, you know, you'll use Claude instead of SAP.
- ▶ 6:15 Benedict Evans Thirdly, then you get to the, the kind of the delusional idea, which is, you know, um, Dwight and Fat Keith and Gareth from The Office will come in one morning and say, hey, you know, SAP doesn't work very well, I'm going to make my own… 3 times in the scene
- ▶ 14:17 Benedict Evans Steps, and that will, that will do is that will find you, ask the LLM, and it will find you the thing in Salesforce or SAP or whatever the data system that you're using is. 2 times in the scene
The AI presentation
- ▶ 17:30 Benedict Evans You don't have SAP anymore.
The AI summer
- ▶ 17:48 Benedict Evans So, if we were business software analysts, like you go and listen to Bill Gurley's podcast, and the whole, and he's talking about chef prices, and the venture market, and actual companies, which I'm, I'm, I'm not, not, know less about, and…
Bundling/Unbundling AI
- ▶ 15:40 Benedict Evans So the way I always used to describe this years ago was that, you know, every big company, there's, there's people who download every week, you download a CSV out of SAP, and you put it in Excel, and you analyze it and sort it, and you… 2 times in the scene
Figma, unbundling and $20bn of antitrust
- ▶ 2:20 Benedict Evans But another whole piece of future work is how much do you unbundle Excel, Salesforce, email, um, Oracle, SAP?
Metaverse - how to be wrong in the right way
- ▶ 10:41 Benedict Evans They didn't have to make Photoshop and Autodesk and SAP.
Are you a seal?
- ▶ 21:15 Benedict Evans Um, and then the sort of the same thing happens again when you move to PC and you have SAP and Oracle and you can run your company in a different way.
'Digital transformation' - beyond the silly slogan
- ▶ 2:06 Benedict Evans Slowly and in part over multi-decade cycles to PCs and Windows and Client Server and Oracle and SAP. 2 times in the scene
- ▶ 21:50 Benedict Evans Um, but Apple, Apple is, you know, that's the world, that's a huge SAP installation, and that's what allows them to not have all of that being made in factories and not have six months of inventory.
- ▶ 31:42 Benedict Evans But there is just a generalized acceleration that, you know, you've got your hyper-efficient SAP installation, but now you want to do direct to consumer and you'll, you discover you can't ship less than a thousand units per order.
Shopify and digital transformation
- ▶ 5:22 Benedict Evans It was always kind of the other way around that the, 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…
- ▶ 7:14 Benedict Evans What it actually means is that in the second half of the eighties, first half of the nineties, all of these giant companies moved from mainframes and mini computers and IBM to Oracle and client server and windows and that whole at SAP and… 2 times in the scene
- ▶ 12:27 Benedict Evans Um, and another nine months working out how you connect it to SAP.
What comes next?
- ▶ 11:25 Benedict Evans And now they all go to cloud and machine learning, and we've got, like, 10 or 20 years of doing that, just as it took, like, 20 years to give everybody on Earth Oracle an SAP. 3 times in the scene
Slack, Salesforce and the future of work
- ▶ 7:47 Bernadette Kevins And at a certain point, you're only going to outgrow this, and you're going to move to SAP, or you're going to move to Workday, or you're going to move to
The paradox of Apple
- ▶ 24:03 Benedict Evans It runs on SAP or Oracle. 5 times in the scene