SAP's role in the new world order as the tech stack re-shapes for the first time in years. Muhammad Alam explains

A couple of weeks ago, SAP Strategy Officer Sean Kask opened up about the defensive moats that his firm sees around it to fend off the so-called ‘SaaSpocalypse’ that has Wall Street in meltdown.

The role of such moats for incumbent application software vendors was a theme that the organizers of this week’s Morgan Stanley Technology, Media & Telecom Conference anticipated would run through this year’s event in San Francisco.

Generative AI will have a “significant impact” on existing software vendors, admits Kask’s colleague, Muhammad Alam, Executive Board Member at SAP responsible for Product and Engineering, that’s not up for debate. But there is something important being lose in the debate to date:

The conversation that's happening today out there, is, ‘Hey, all SaaS apps are treated similarly’, and that's what the initial reaction. But we fundamentally, when we speak with customers, when we ...