Christian Klein

But you listen to the SAP keynote.

With Christian Klein, he talked, the theme was the autonomous enterprise, which is something that we've been talking about, as you know, for many years, self-driving, the autonomous enterprise, autonomous supply chain.

And every vendor from the LLM vendors down to the ERP vendors are all converging their narrative toward that agentic decision intelligence.

Our component of the stock will help you make better, faster decisions.

Good morning, Cristina.

Now, you've been speaking to Christian Klein.

How is he and SAP faring in their efforts to adapt to AI? I mean, we've got to use this phrase, SAS apocalypse, haven't we?

Um, the company is not sharing any numbers on its AI revenue yet, so that makes it a bit harder to assess from that point of view, so we really have to rely on our sourcing here.

So- Um, UBS analysts just noted now in late August again that the company's only rolling out AI slowly, and that leaves open the opportunity for competitors to jump in, um, and that SAP, uh, is kind of like leaving monetization opportunities on the table.

Um, and my sources tell me that speed really is one top priority at the very high levels of the company right now.

Um, and I mean, Klein says, uh, as you mentioned, the pressure is, is at its highest, but he also feels like no other software company has pulled ahead of the pack yet.

So if SAP delivers as they intend to in the second half of the year, he feels that they can be leading in the software sector.

mine.

Next thing I think he's going to get an earring from Christian Klein.

I don't know about that one.

Do you follow other letter series like GP2, F3, British F3 or even GP or anything?

I think, though, you're in good company.

It was by Christian Klein, CEO of SAP.

So

Yes, a worthy opponent, if ever, so can't complain.