SAP's CTO Dr. Philipp Herzig predicted this when we caught him at the WELT AI Summit: "From our perspective, it's going to be a commodity...a switchable thing...they're commoditising pretty quickly." "We're sitting on at least 400,000 tables, right, in the so-called ERP: finance, supply chain, logistics, procurement." "What's the impact of this initiative...on my cash flow, on my working capital? How can I get my inventory costs down?" "That's where the money is."

The Information@theinformation6d ago

OpenAI, Anthropic and other leading AI labs face a growing challenge: Better models aren't necessarily attracting more usage. A 10-point intelligence advantage now earns just 20% more developer traffic, down from nearly 69% in late 2025. Full story: https://thein.fo/4hGJ9jY