Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (22) |
Author: jtrau   😊 😞
Number: of 21107 
Subject: Re: SAP SE
Date: 03/24/26 8:33 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
the ventures strategy is to compete at the app\analysis layer. since this is where the user experience will happen, it will be salesmanship focused on perceived\experienced value vs foundational layers.

I would have expected user experience to be less important in a corporate environment. Why do you think it's a primary purchasing decision?

the threat will be customers refuse to pay anything for sap applications, and refuse sap altogether w/out 3rd-party AI products.

Most large companies already use SAP. Refusing SAP altogether is simply not an option for them, as switching to another system with all the necessary customizations would be a huge undertaking. So, don't pay for it—forget it.

As for applications from other vendors, I don't know how practical their use would be; I lack the experience there.

Regarding AI, I can't imagine a large company entrusting its order processing or invoicing to AI. For analysis purposes, yes.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (22) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds