What is SAP?

SAP is an enterprise software company whose products codify business rules into software, as described by Seema Amble. The main thread tracked is SAP’s integration of AI into its systems and the evolution of its licensing models.

• Apr 2026 - Philipp Herzig said the biggest challenge in AI at SAP is not the AI itself but teaching it to do the right thing at scale.
• Apr 2026 - Philipp Herzig described SAP’s licensing model moving step by step toward a consumptive model, and eventually toward an outcome-based license model similar to Sierra.
• Apr 2026 - Philipp Herzig said SAP believes AI will be huge because it will allow more people to make business impact predictions that large language models struggle with.
• Jul 2026 - Seema Amble said SAP customers are defined not just by purchasing or using the software, but by how they codify business rules into the product.