The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Huang: Incumbent SaaS platforms will flourish with AI agents, not be disrupted
“People, people say that these SaaS platforms are going to be disrupted. I actually think the opposite. That they're sitting on a gold mine, that, that they're going to be this flourishing of agents that are going to be specialized in Salesforce specialized in,…”
Arora: Cybersecurity must consolidate into single platforms like CRM and ERP
“Nobody has two sales forces deployed in an enterprise. Nobody has two workdays deployed in an enterprise. Nobody has two SAPs deployed in an enterprise. Why? Because you need end to end visibility, a singular workflow, a singular set of analytics to solve the …”
Gil: AI will disrupt legacy ERP moats built on complex data integrations
“I think there's a lot of companies where part of their defensibility is the fact that you basically had to munch specialized data or integrations, you know, that would be the SAPs of the world or different ERP systems, Workday, et cetera. Like a lot of these t…”
Herzig: Enterprise AI adoption gap is widening rather than narrowing
“We also see that the AI adoption in the enterprise is still not where we want to see it, right? Like there's this Gartner curve, right? Where say like there's this AI innovation race, and then there's this AI outcome race, right? Then the gap almost increases,…”
Herzig: Most enterprise agents will rely on tool calling, not GUI
“I still believe for the most part it will, The majority will live with tool calling, right? And agents running in the background and so on, right? Because you also don't, you know, maybe want to have the browser open all the time. Okay, we can do this with hea…”
Herzig: Large language models are not designed for predictive enterprise tasks
“Now, if you want to do these predictions, quite frankly, then the challenge is large language models are not made for this, right? The way how they, you know, generate just one token after another, essentially, in a sequence-to-sequence modeling. I mean, They'…”
Herzig: System of Record Data Is Insufficient for Autonomous Enterprise Agents
“If you just look into the system of record today, that data is insufficient for this grand vision that everybody has, that it becomes this autonomous enterprise or like the agency of these agents is increasing right over time.”
Herzig: AI will transition software pricing to consumption, then outcome-based models
“Very clearly with AI, it was very clear for us that, you know, step by step, it will go towards this consumptive world, right? First consumptive, and then maybe in the next step, once we have more verifiability in the system, then also towards maybe an outcome…”
Herzig: SAP developed RPT-ONE tabular foundation models after two years of research
“And that led, actually, this was two years of research. We published it also at NeurIPS and a bunch of other conferences. We call this RPT-ONE, so RAPID-ONE stands for relational pre-trained transformers. It's still based on the transformer architecture, but w…”
Ramaswamy: Snowflake is not trying to replace SAP or Salesforce
“On the other hand, it's absurd if we think we are SAP or Salesforce. We are not. There are, you know, somebody managing a hundred billion dollar supply chain ecosystem with a complicated software provider isn't saying, hey, I'm going to use SI and I don't need…”
Herzig: SAP built a knowledge graph to bridge natural language and structured data
“We are seeing through, for example, the knowledge graph, the SAP knowledge graph that we've built, which is kind of the glue between natural language and the structured data in the system to really bring this together.”
Herzig: SAP powers core operations for 400,000 enterprise customers
“SAP is the market leader, right, in enterprise of software applications and platforms, right? It's a 400,000 enterprise customers, and usually I just running their finance and HR and, you know, supply chain, manufacturing, execution, logistics, warehouse manag…”