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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: jtrau   😊 😞
Number: of 84361 
Subject: Re: SAP SE
Date: 03/24/26 8:33 PM
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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.
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