SAP
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 16, 2025 by Jeff Horing · said 12 times in 5 episodes since 2025 · across every show →
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brought up most by Jeff Horing (6), Mitchell Green (2), Sham Sankar (1), Patrick O'Shaughnessy (1), Caryn Seidman Becker (1), Ben Horowitz (1)
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2026 4 mentions in 3 episodes 1 per episode
Everything said about SAP, oldest first
Sep 16, 2025
Sep 16, 2025
Horing: Long implementation times inherently slow company growth and customer decisions
“And SAP has massive value to that customer base, but it's a very long time to implement. And that's going to just inherently slow down Realistically how fast you can grow both your own ability to succeed with those customers, but also just the decision-making …”
Feb 3, 2026 bullish
Horowitz: Displacing incumbents like Salesforce or SAP with AI remains extremely difficult
“If you look at existing software companies, like people think, oh, they're all dead. Some of these guys are extremely hard targets. Like it's not that easy to take out Salesforce or SAP. You would be surprised even with AI, like how much heavy lifting that is.”