What is SAP?

Seema Amble on the nature of SAP lock-in: a company is defined by how it codifies its business rules into the product.

“The company is defined not just by purchasing the software not even by just using it but by how that they codified the business rules into that product.”

Philipp Herzig argues the core bottleneck in enterprise AI is not model capability but teaching the AI to do the right thing at scale, given thousands of APIs and complex data.

“The biggest challenge quite frankly is of course when you when you look at this is how do you It's actually not the AI so much, right? But it's actually teaching the AI to do the right thing at scale.”

Philipp Herzig on the core enterprise AI bottleneck: it is not the model, it is teaching it to do the right thing at scale.

“The biggest challenge quite frankly is of course when you when you look at this is how do you It's actually not the AI so much, right? But it's actually teaching the AI to do the right thing at scale.”

SAP's licensing roadmap moves in two steps: seat-based to consumptive pricing first, then to outcome-based pricing once system verifiability is sufficient, citing Sierra as the outcome-based model reference.

“Step by step it will go towards this consumptive world, all right? At first consumptive and then maybe in the next step once we have more verifiability in the system then also towards maybe an outcome based license model to for example what Sierra is doing and so on and so forth.”

SAP RPT-1 is positioned to democratize tabular predictive modeling for business users, targeting classification and regression tasks where LLMs demonstrably underperform on small datasets.

“We believe this will be huge because it obviously will allow way more people from a business impact to make these predictions which large language models have a really hard time with.”