SAP has a message for software doomsayers: The pendulum will swing back
THE SO WHAT
When a major ERP vendor talks about the ‘SaaSpocalypse’ and leans into AI, it’s a bet that integrated data moats and workflow depth will matter more than point AI tools. If you’re an app vendor in their orbit, assume they will bundle AI into existing contracts — your differentiation has to live beyond “we added a copilot.”
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