SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAPGF Forum: Aktien Thema: Hauptdiskussion

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Eigentlich nicht du bist halt super wichtig und unantastbar

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Gilt dies auch für die Projektentwicklung bei SAP?: 'Kacher: What is amazing about AI is that the industry has built these tools that are incredibly productive for the single user. It is very approachable for a CEO and tangible for all of us. Everyone has had an individual personal experience with this technology, helping them to create content. And then, they’re hearing about the efficiency of it writing code. That is an amazing advancement for individual productivity. The gap we are all struggling with is that it takes time to build the tools for teams. That is where the doubt comes—in terms of applying these tools for large numbers of people to use together.'

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'It isn’t software that is being disrupted; it’s labor. The labor markets are on the order of $10 trillion to $20 trillion, whether in the digital or the physical economy. When you see things through those lenses, it changes the incentives of the decision makers involved. It takes a while for these things to get ramped up, for the pipes to exist, for the decisions to get made. Trust and security are incredibly important. But if you take what these tools can do in the consumer market without bounds, and then apply that to what can be done at the enterprise, the opportunity is massive. '

'Today’s software isn’t going away. You will see AI adopted on top of existing applications at the core of running an enterprise, and incumbent software players will build some of those applications. There will also be native AI and LLMs [large language models] they have to compete with.'

Sehr interessante Gesprächsrunde zum Thema Technologie: The big question is return on investment. When do you see returns, or monetization of this technology? When will AI have a meaningful impact? Kacher: Every time we have seen a major architectural change filter through the tech industry, it takes a decade or more for it to be widely adopted. Look at software-as-a-service, or SaaS, for instance. Salesforce was founded in 1999. It took 15 years for roughly 25% of computing cycles to shift to the cloud model. It took another eight years to get the next 25%. So it takes time to create these applications for large numbers of people to use. https://www.barrons.com/articles/ai-technology-stocks-roundtable-5842c9ef?mod=mw_quote_news&adobe_mc=MCMID%3D84026499165459153751279927500689173860%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1774600075

Finger weg von opptionsscheinen investieren nicht zocken

Das stimmt

Aktuell schöner Angriff auf den Wochenchart. Hoffentlich nicht wieder eine Bullenfalle

Die einzige Option ist, dass SAP so schnell wie möglich die 100 € Marke erreicht. Die Zerstörung muss ja endlich mal ein Ende haben 👹📉☠️

Ziel dieser Seiten ist der Verkauf von Optionen. Daher muss Zwietracht gesät werden.

Es macht keinen Sinn, mit Robotern zu argumentieren.