Why the World Still Runs on SAP | Andreessen Horowitz
Summary
AI can make entrenched enterprise systems like SAP, ServiceNow, and Salesforce more programmable and usable without ripping them out. Startups are building copilots, implementation agents, UI-perceiving automation, and extension platforms to speed migrations, reduce SI risk, and wrap legacy suites with governed, intent-driven actions. These tools focus on three phases: implementation (auto-generating mappings, test plans, and cutover artifacts), day-to-day usage (copilots and computer-use agents that act across UIs and APIs), and extensions (thin apps and intent packs on a unified data-and-action plane). The likely end state keeps systems of record but moves work to an AI-powered operating layer that improves productivity, governance, and reuse of workflows.
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