Sap And Enterprise Trends Podcasts From Jon Reed (@jonerp) Of Diginomica.com

On July 20, 2023, during SAP's Q2 earnings call, SAP CEO Christian Klein made bold statements regarding the future of SAP innovation - in particular RISE, AI, and why SAP's close relationship with customers, including opt-in customer data, give SAP an AI advantage (and premium AI pricing). It is our view that these statements constitute a notable change/evolution in innovation strategy that warrant debate, user group dialogue - and discussion on how customers should track these issues. Since Klein's earnings call statements, other executives inside of SAP have re-iterated and provided more context to these statements. These points are not necessarily firm policy yet, but are definitely messaging to look hard at. Since that time, along with my podcast guests Geoff Scott, CEO ASUG, and analyst Josh Greenbaum, we've had a chance to clarify these points and press questions. We don't have all the answers, and this is still unfolding, but we now have enough information to have an informed debate with our own views.