ERP system

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →

Everything said about ERP system, oldest first

Feb 24, 2026 positive
Prediction Not checkable as stated
Sundheim: AI Will Take Years to Displace Enterprise Systems of Record
“So I think I mean, systems of record are going to be difficult to displace. I think companies, while You know, it's neat to create software for small productivity enhancements. If you really want to run your entire business on something like an ERP system or a…”
Dan Sundheim Feb 24, 2026 ▶ 30:46 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Mar 10, 2026 negative
Opinion
Sankar: Multi-billion-dollar manufacturing ERPs fail because factory workers rely on Excel
“The one thing you could not tell anyone before COVID is that their manufacturing software doesn't work. Like, people would point at their ERP system and be like, look how great it is. I spent five billion dollars, ten billion dollars doing it. But as a forward…”
Sham Sankar Mar 10, 2026 ▶ 33:07 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
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