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Investment Strategies / Falling Knives
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Author: Said   😊 😞
Number: of 1072 
Subject: Re: Constellation Software - CNSWF
Date: 05/13/26 12:24 PM
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No. of Recommendations: 2
The amount of productivity gain is beyond imagination
...
A small team of top-tier developers using AI can now produce in a single month what used to take years of manual labor.


That's exactly what my SAP guy told me too, saying the progress AI made just within the last 1/2 year is unbelievable. The only difference is that he is convinced those productivity gains are an advantage for SAP, that they are ready and about to fully use that.
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