33 SAP Weekly Brief on SAP`s strategy change, EU antitrust settlement and open AI model application

From SAP Weekly Brief · 00:16:16

Show by Balint Tolnay-Knefely

Episode 33 argues that the SAP competitive landscape has fundamentally shifted – the real contest is no longer with Salesforce, Oracle, and Workday but with Anthropic and OpenAI for control of the enterprise intelligence layer – and Klein's Project Fuji reorganization, personally taking direct control of AI product development, is the clearest signal that SAP recognizes this new competitive reality. The episode covers the concluded EU antitrust investigation from July 9 which gives every SAP customer new contractual leverage on maintenance and licensing terms, the closed Dremio acquisition from July 6 that completes the open data architecture, and the countdown to Q2 earnings on July 23 which will determine whether Klein's AI capital allocation strategy is credible. The core provocation of the episode is an open letter to Walldorf asking SAP to open the Generative AI Hub to bring-your-own-model options including the Chinese open-weight tier – because if governance is genuinely the moat as SAP claims, then model choice should genuinely be open, and anything less is a curated menu wearing an open-architecture costume.

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