SAP
includes SAP Ariba, SAP Concur, SAP S/4HANA, SAP TechEd
9 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Dec 9, 2025 by Muhammad Alam · said 30 times in 10 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (10), Muhammad Alam (8), Pat Gelsinger (3), Martin Migoya (2), Thomas Kurian (1), Sridhar Ramaswamy (1), Parker Harris (1), Jim Cramer (1)
tap a year for its mentions
2026 3 mentions in 3 episodes 1 per episode
2025 24 mentions in 6 episodes 4 per episode
- SAP's Muhammad Alam: AI's Real Employment Impact, Path To Genuine ROI, Is Hype Good?
- How Enterprises Actually Get ROI From AI — With Globant CEO Martin Migoya
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
- Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
- every mention in 2025, scene by scene →
2023 3 mentions in 1 episode
Everything said about SAP, oldest first
Dec 9, 2025 bullish
SAP is training RapidOne tabular AI models using permissioned customer data
“We announced at TechEd a couple weeks ago that we're super proud of is our RapidOne model which we are now taking the thing that we believe we uniquely have, which is the thousands of customers that have given us permission To use their aggregated anonymized d…”
Dec 9, 2025 bullish
Alam: SAP expects headcount growth despite AI scaling 40,000 developers 5x
“And with that, what we're looking to go do is now not just operate at the throughput of 40,000 people, but operated the throughput of five X of 200,000 effective staff to deliver even more innovation for our customers, and we might even Honestly, in 26, barrin…”
Dec 9, 2025 bullish
Dec 9, 2025 positive
Alam: AI enables product managers to build up to 80% of apps
“Gone are the days where a product manager is just writing a spec and sort of giving a set of instructions or requirements for somebody else to go build, like a product manager necessarily now can be empowered to generate an app and get it to 40, 50 in some cas…”
Dec 9, 2025 bullish
Alam: AI-enabled 200-person startup matches output of 2,000 enterprise developers
“In today's world with the tech that's out there, a 200% startup can actually operate at the throughput of what we operate with 2000 or a thousand. Where we sort of maintain and sustain our advantage is if we take our 2000 and now operate it at the pace of 8000…”
Dec 9, 2025 bearish
Alam: Enterprise adoption of autonomous AI agents will take a full decade
“That end state of everything is going to be run by agents, billions of agents. I mean, I think it's just, it's an unrealistic, hyped up end state right now that we're not ready to get to, and I think there's a lot of other people that are now saying the same t…”
Dec 9, 2025 positive
SAP: AI rollout across 40,000 developers has caused no job reductions
“Where we have actually rolled out tools to broadly our 35, 40,000 developers, as you pointed out earlier, that is already giving significant efficiency in terms of development, in terms of execution engineering systems, pipeline management that we do internall…”
Dec 9, 2025 bullish
SAP's deployed AI tools have boosted internal developer throughput up to 20%
“We're generally within 10 to 20%, even better already with the tools we've rolled out with the potential of what we just discussed a few minutes ago. I think that the potential is, is multiples of what we delivered today from a throughput perspective.”
Dec 9, 2025 bullish
Alam: Enterprise AI will advance from efficiency assistants to autonomous financial closes
“Now, these capabilities ladder up to an assistant that makes that role 20% efficient to begin with, As we add more, it becomes 50% more efficient, 60%. Eventually, it will get to a place where you can say that, hey, most of the recommendations, eight or nine o…”