SAP

“TechWolf... sold to SAP for hundreds of millions”

“SAP agreed to buy TechWolf, a Belgian internal talent management platform that had raised $55m”

“You match this across other documents, and then you push this back to SAP Oracle, like a very clear process.”

“You brought in Accenture to do your SAP customization.”

“Per-seat pricing — you're counting how many users you have and charging accordingly, right? If everything becomes agentified, are you still charging per seat? Companies may be laying off employees more slowly than others, but that's already doing better than most, rather than having a clear path to growing your user count to support business expansion.”

“Lenovo is also the Chinese private enterprise with the highest globalization ratio, because its overseas business has already exceeded 80%... We've been cooperating with Lenovo from $20 billion all the way to its current scale of several hundred billion.”

“We want to transform SAP's systems from a record-keeping system into an executable system. So perhaps going further, the human portion will become less and less, and the system will become more autonomous... In the future five to ten years, it will still definitely be human-in-the-loop.”

“AI won't naturally help you repair the homework you didn't want to do. It won't naturally become good on its own... If you use the same thinking to guide the step we're now taking toward AI, you'll make the same mistakes you made in the past — like your foundation isn't solid, your data is messy.”

“SAP acquired Prior Labs, a German-founded frontier AI company for over €1b.”

“If you take SAP out of a large automobile manufacturer, there's no automobile manufacturer left... the company is defined not just by purchasing the software, not even by just using it, but by how they codified the business rules into that product.”

“SAP wants workers who could be replaced by AI to make their case, encouraging them to invent new jobs aided by the technology. Yet, the Germany-based company's reliance on American-developed AI poses a new concern”

“SAP says it is trying to avoid more AI-driven layoffs by having employees reinvent their jobs around AI agents, with engineers shifting from routine coding toward managing bots, building customer tools, and developing new roles like forward-deployed engineers.”

“Perhaps it's the next iteration of Salesforce or the next iteration of SAP or the next iteration of Workday.”

“Conduct $60M Series A co-led by Index and Iconiq; SAP participating. Ingests enterprise system code, configurations, and integrations.”

“SAP is building an AI business application automation on NVIDIA.”

“SAP announced a new API policy that literally said all AI agent access was banned, except in a way specifically approved by SAP... It just shows how extreme the reaction of some of these companies has been.”

“"Cadence and CrowdStrike and DeSole and Palantir, SAP and ServiceNow."”

“SAP also announced plans to invest €1 billion in Prior Labs over four years.”

“SAP also announced plans to invest €1 billion in Prior Labs over four years. SAP acquiring Dremio and Prior Labs.”

“The pattern: pick an industry where Workday, SAP, or Oracle still rule, then automate the human layer sitting on top.”

“Eight of the fifteen companies attack regulated, legacy-software verticals (ERP, procurement, lending, insurance, SAP environments, home care), replacing systems-of-record workflows with AI-native software.”