SAP and Enterprise Trends Podcasts from Jon Reed (@jonerp) of diginomica.com

In a time-honored tradition, on the Thursday morning after Sapphire 2026, Josh Greenbaum and I commandeered an abandoned session room at the Hilton to ask ourselves the burning questions: what the heck just happened? What we can take away? Where did SAP advance the conversation, or come up short? Given I have issued multiple podcast from the event, I issued another challenge: let's not repeat prior podcast topics as much as possible. Also, in the context of SAP's new "autonomous enterprise" all-in messaging, the clear/awkward question must be asked: has Greenbaum, one of the most vociferous agentic AI critics in the SAP ecosystem, especially in terms of ROI, changed his stance? And: what did we learn from all of our interactions with SAP execs and customers? And yes: the API data controversy is addressed here. We had an hour of hot topics to work through, and didn't even get to them all. But, a few timestamps: 4:15 - AI and "Toolchain" advancements redux 16:43 - the API controversy breakdown - what we learned at Sapphire 26:00 - has Josh's stance on agentic AI changed? 38:00 - the autonomous enterprise framing 49:00 - SAP Connect, the business case challenge, and final hot seat questions Note to listeners - if you believe in totally ad-free, totally unsponsored podcasts like my series - an increasingly rare thing - consider giving me a positive rating or share. There is intentionally no business model - these podcasts are entirely self-funded and it's your engagement with them that keeps them going (thx).

On Tuesday, SAP kicked off SAP Sapphire Orlando with a important keynote to set the tone for their enterprise vision amidst AI and SaaS upheaval. So how did they do? This audio production recaps the live Watch Party we held with Jon Reed, Josh Greenbaum and Bonnie Tinder, along with a stream of savvy/snarky audience members. In this 30 minute version, you'll hear our pre-keynote expectations and what SAP needed to accomplish. Then you'll hear our post-keynote recap - the highs and the lows, and what SAP accomplished, or not. Note: you can view the entire Watch Party replay on LinkedIn: https://www.linkedin.com/events/7458204874200186881?viewAsMember=true. SAP's keynote is also available online, check the SAP Sapphire Virtual event as a starting point.

On the second full day of the Acumatica Summer 2026, Josh Greenbaum crashes the show with Jon to make sense of Acumatica's cloud ERP customer impact as the AI plot thickens. We get into our candid talks with customers, partners and Acumatica leadership, and what we found in our own session crashing also. (Brian Sommer was not able to make it in person, look out for a virtual show review with Brian soon).

Are ERP and supply chain vendors ready for AI security, and new attack vectors like prompt injection? Our special guest Louis Columbus says no. Louis has been nailing this on his Venture Beat AI security blog - let's put him in the hot seat and see what we can learn. Your hosts Brian Sommer and Jon Reed will also share their underrated news stories of the month, and unleash their enterprise highs and lows via the infamous slide deck. As always, bring your savviest (and snarkiest) commentary and let's get this done. Note: this is the full show, including our first 20 minutes of underrated news stories and final whiffs. The interview with Louis Columbus is also being issued as a separate audio podcast. If you want to see the video replay with slides, check: https://youtube.com/live/-DQBB6mYJ_g.

Yes - it's time... Let's review the highs and lows of the enterprise month, with Jon, Brian, and the infamous slide deck like no other. Plus: we have special guest Barb Mosher Zinck in the virtual chair, to talk about her latest research on what B2B buyers care about, and how AI - or isn't - changing what they need and how they evaluate. As always, bring your snarky and savviest commentary. Note: if you appreciate enterprise content with NO commercials and no sponsors, consider sharing this content, leaving a favorable review, etc. I've funded my own podcasts since 2007 because I believe in this medium of free exchange of ideas. Your advocacy matters. To see the slide deck visuals, catch the youtube replay at: https://youtube.com/live/Mg_UKnWdeBo. To see the post on B2B buyers and AI by Barb Mosher Zinck on diginomica, check https://diginomica.com/buyers-are-engaging-vendors-sooner-not-reasons-you-may-think-heres-whats-really-driving-it

In part two of my on-site taping at CCE 2025 with Esteban Kolsky, we get into what he's learned in the past year on curating intelligence for executives. But why is there a need for this service? How are the big analyst firms falling short? Is the AI research disruption real, BS, or some combination? Kolsky walks us through what he's learned in the last year, firming up a curated intelligence offering for executives and boards with Constellation Research. And yes, AI is involved, but with a twist.

On the final day of Oracle AI World 2025, before their Vegas escape, Jon Reed and Brian Sommer sit down and look to make sense of what they just heard, from Oracle's AI visions to customer realities - how do the two match up? Where are the success stories coming from? What does AI readiness look like? Does Oracle have a competitive edge in AI, if so - why? We work off of Brian's trusty notebook and share views from our talks with customers and execs - along with live keynote Watch Parties and a flurry of diginomica pieces. We also review one of the most memorable/provocative enterprise keynotes of the year, via Oracle's Larry Ellison.