SAP

includes SAP Concur

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 30, 2023 by Carilu Dietrich · said 10 times in 7 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Nabeel S. Qureshi (2), Alexander Embirikos (2), Noah Weiss (1), Lenny Rachitsky (1), Geoff Charles (1), Christopher Lochhead (1), Carilu Dietrich (1), Bret Taylor (1)

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Everything said about SAP, oldest first

Apr 30, 2023 positive
Assertion Not checkable as stated
Consistent ad templates made Oracle much more recognizable than SAP or IBM
“We would do market tests and two or three or 10 times more people would recognize the Oracle brand without the logo because of the consistency versus SAP or IBM.”
Carilu Dietrich Apr 30, 2023 ▶ 21:24 How to achieve hypergrowth in your business and career | Carilu Dietrich (Atlassian)
Jul 23, 2023 positive
Assertion Not checkable as stated
Weiss: Most PMs, designers, and engineers joining Slack lacked enterprise software backgrounds
“Certainly the majority of PMs, designers, and engineers who joined Slack had never worked at an enterprise software company before. It's not like most people had worked at Oracle or SAP. It's most people had worked at consumer companies or game companies, and …”
Noah Weiss Jul 23, 2023 ▶ 33:28 The 10 traits of great PMs, AI, and Slack’s approach to product | Noah Weiss (Slack, Google)
May 31, 2026 neutral
Prediction Not checkable as stated
Evans: Enterprise AI software replacement will take three to ten years
“So I know people aren't going to tear out SAP and replace it with X, Y, Z. Maybe in five, in like three, five, 10 years, yes, that whole estate will look radically different. And all those jobs will have changed, but it will take, you know, two, three, four, f…”
Benedict Evans May 31, 2026 ▶ 21:58 The most rational take on AI you’ll hear this year
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