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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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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: jtrau   😊 😞
Number: of 21939 
Subject: Re: SAP SE
Date: 03/25/26 12:27 AM
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I obviously underestimated the importance of AI for SAP. This is an excerpt from the CEO's letter:

Business AI and SAP Business Data Cloud will be key drivers of our growth. Our refreshed strategy for 2026 focuses on five strategic
pillars that will create a major opportunity and fundamentally change how enterprises run.
– Reinventing the user experience with our AI copilot, Joule.
– Embedding intelligent agents directly into business processes to automate tasks.
– Developing high-impact AI applications for specific industries to create further value.
– Powering our entire strategy with SAP Business Data Cloud, which provides the rich, contextual data that is essential for true
Business AI.
– Using AI to accelerate our customers’ move to the cloud.


Scary, if they were (are?) not good at creating their own AI. Still, their installed base is unlikely to switch without a very good reason
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