@an it’s across a whole lot of areas. SAP is just the data store and core process engine, the money and growth is in all the applications sitting on top or ingesting the data into data lake/houses as the enterprise stack.
We worked in with the cloud platforms, but it’s clear they are now data plays. I expect Snowflake / Databricks etc were happy to get onboard with BDC as lead partners because they saw it as a way to “officially” get SAP data. A smart move considering the new API policy which seems a desperate play to stop what’s happening from happening.
Palantir is getting closer, they’ve worked out we hold the keys to their whole enterprise play but it’ll be the same thing.
SAP is becoming IBM and its mainframes. Still some very niche use cases, but the ecosystem is moving on and that’s where the $$$ are. You’ll see SAP then become money extraction by people playing games to get roles to harvest cash and then fly off. It’s what happens in failing companies, nations and empires.